Kingswood Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
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 53,614 shares of DLN stock, worth $4.27 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
53,614
Previous 60,232
10.99%
Holding current value
$4.27 Million
Previous $4.69 Billion
9.2%
% of portfolio
0.16%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding DLN
# of Institutions
458Shares Held
42.4MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$310 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.46MShares$275 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.96MShares$236 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$167 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.43MShares$114 Million0.03% of portfolio