Legend Financial Advisors, Inc. Wisdomtree Tr U.S Largecap Div Transaction History
Legend Financial Advisors, Inc.
- $145 Billion
- Q3 2024
A detailed history of Legend Financial Advisors, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 104 shares of DLN stock, worth $8,221. This represents 0.01% of its overall portfolio holdings.
Number of Shares
104
Previous 104
-0.0%
Holding current value
$8,221
Previous $7.57 Million
7.98%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DLN
# of Institutions
405Shares Held
36.4MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$309 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.86MShares$226 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$214 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$166 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$112 Million0.11% of portfolio