Kovitz Investment Group Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Kovitz Investment Group Partners, LLC
- $28.6 Billion
- Q4 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 8,394 shares of DLN stock, worth $659,264. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,394
Previous 8,394
-0.0%
Holding current value
$659,264
Previous $652,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
440Shares Held
40.1MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$307 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.96MShares$233 Million0.1% of portfolio
-
Morgan Stanley New York, NY2.91MShares$229 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$164 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.77MShares$139 Million0.04% of portfolio