Kelman Lazarov, Inc. Wisdomtree Tr U.S Largecap Div Transaction History
Kelman Lazarov, Inc.
- $507 Million
- Q4 2024
A detailed history of Kelman Lazarov, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 4,028 shares of DLN stock, worth $323,045. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,028
Previous 4,028
-0.0%
Holding current value
$323,045
Previous $316,000
0.95%
% of portfolio
0.06%
Previous 0.06%
Shares
17 transactions
Others Institutions Holding DLN
# of Institutions
437Shares Held
40MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$313 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.96MShares$238 Million0.1% of portfolio
-
Morgan Stanley New York, NY2.91MShares$234 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$168 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.77MShares$142 Million0.04% of portfolio