Loring Wolcott & Coolidge Fiduciary Advisors LLP Wisdomtree Tr Intl Largecap Di Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.4 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 22, 2020	SELL	N/A	-1,500 Closed	0 $0
Q3 2018 Oct 31, 2018	BUY	N/A	1,500 New	1,500 $72,000

Others Institutions Holding DOL

# of Institutions

Shares Held

8.17M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

2.78M
Shares

$144 Million
0.16% of portfolio
Huntington National Bank Columbus, OH

876K
Shares

$45.3 Million
0.37% of portfolio
Morgan Stanley New York, NY

501K
Shares

$25.9 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

372K
Shares

$19.3 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$18.8 Million
0.05% of portfolio

View Full List

About WISDOMTREE TR INTL LARGECAP DI

Ticker DOL
Sector ETFs
Industry ETFs

More about DOL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account