Jnba Financial Advisors Wisdomtree Tr U.S Largecap Div Transaction History

Jnba Financial Advisors

  • $980 Million
  • Q3 2024

A detailed history of Jnba Financial Advisors transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Jnba Financial Advisors holds 229 shares of DLN stock, worth $18,102. This represents 0.0% of its overall portfolio holdings.

Number of Shares
229
Previous 484 52.69%
Holding current value
$18,102
Previous $35,000 51.43%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$71.86 - $78.56 $18,324 - $20,032
-255 Reduced 52.69%
229 $17,000
Q2 2024

Jul 22, 2024
SELL
$68.68 - $73.31 $5,219 - $5,571
-76 Reduced 13.57%
484 $35,000
Q1 2024

Apr 26, 2024
BUY
$65.84 - $72.19 $5,003 - $5,486
76 Added 15.7%
560 $40,000
Q4 2023

Feb 07, 2024
SELL
$58.89 - $66.53 $34,332 - $38,786
-583 Reduced 54.64%
484 $32,000
Q3 2023

Nov 02, 2023
BUY
$61.47 - $65.66 $9,466 - $10,111
154 Added 16.87%
1,067 $65,000
Q2 2023

Aug 03, 2023
BUY
$60.35 - $63.6 $48,159 - $50,752
798 Added 693.91%
913 $58,000
Q4 2022

Feb 06, 2023
SELL
$55.78 - $64.63 $1,450 - $1,680
-26 Reduced 18.44%
115 $7,000
Q1 2022

Apr 29, 2022
SELL
$62.31 - $66.73 $2,928 - $3,136
-47 Reduced 25.0%
141 $9,000
Q4 2021

Feb 03, 2022
BUY
$59.87 - $66.15 $5,627 - $6,218
94 Added 100.0%
188 $12,000
Q1 2021

May 03, 2021
SELL
$53.02 - $57.62 $32,766 - $35,609
-618 Reduced 86.8%
94 $11,000
Q2 2020

Jul 24, 2020
SELL
$38.73 - $49.8 $2,711 - $3,486
-70 Reduced 8.95%
712 $66,000
Q4 2019

Feb 10, 2020
BUY
$47.98 - $53.05 $2,446 - $2,705
51 Added 6.98%
782 $83,000
Q3 2019

Nov 01, 2019
BUY
$49.16 - $49.83 $5,063 - $5,132
103 Added 16.4%
731 $72,000
Q2 2019

Jul 26, 2019
BUY
N/A
39 Added 6.62%
628 $61,000
Q1 2019

May 01, 2019
SELL
N/A
-101 Reduced 14.64%
589 $55,000
Q4 2018

Feb 07, 2019
BUY
N/A
690 New
690 $58,000
Q3 2018

Nov 01, 2018
SELL
N/A
-1,005 Closed
0 $0
Q3 2017

Nov 13, 2017
SELL
N/A
-118 Reduced 10.51%
1,005 $87,000
Q2 2017

Aug 14, 2017
BUY
N/A
1,123
1,123 $94,000

Others Institutions Holding DLN

# of Institutions
405
Shares Held
36.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Jnba Financial Advisors Portfolio

Follow Jnba Financial Advisors 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 Jnba Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Jnba Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email