Kingswood Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 45,516 shares of DLN stock, worth $3.32 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
45,516
Previous 49,686
8.39%
Holding current value
$3.32 Million
Previous $3.3 Billion
0.37%
% of portfolio
0.38%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding DLN
# of Institutions
388Shares Held
36.3MCall Options Held
4.3KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.99MShares$291 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.87MShares$209 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.76MShares$201 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$153 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.55MShares$113 Million0.03% of portfolio