Lutz Financial Services LLC Wisdomtree Tr U.S Largecap Div Transaction History
Lutz Financial Services LLC
- $1.23 Billion
- Q3 2024
A detailed history of Lutz Financial Services LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Lutz Financial Services LLC holds 4,046 shares of DLN stock, worth $324,974. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,046
Previous 4,046
-0.0%
Holding current value
$324,974
Previous $294,000
7.82%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
421Shares Held
36.9MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$314 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.86MShares$230 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$218 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$168 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$114 Million0.11% of portfolio