Lumature Wealth Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Lumature Wealth Partners, LLC
- $168 Million
- Q2 2023
A detailed history of Lumature Wealth Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 798 shares of DLN stock, worth $63,680. This represents 0.03% of its overall portfolio holdings.
Number of Shares
798
Previous 798
-0.0%
Holding current value
$63,680
Previous $49,000
2.04%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DLN
# of Institutions
403Shares Held
36.2MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$312 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.86MShares$229 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$216 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$167 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$113 Million0.11% of portfolio