A detailed history of J.W. Cole Advisors, Inc. transactions in Wiswisdomtree Tr stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 5,522 shares of DNL stock, worth $213,977. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,522
Previous 5,328 3.64%
Holding current value
$213,977
Previous $207,000 3.86%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$37.04 - $39.97 $7,185 - $7,754
194 Added 3.64%
5,522 $215,000
Q1 2024

Apr 30, 2024

SELL
$35.41 - $39.06 $22,626 - $24,959
-639 Reduced 10.71%
5,328 $207,000
Q4 2023

Jan 31, 2024

BUY
$31.84 - $37.1 $189,989 - $221,375
5,967 New
5,967 $220,000

Others Institutions Holding DNL

About WISWISDOMTREE TR


  • Ticker DNL
  • Sector ETFs
  • Industry ETFs
More about DNL
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.