Mbe Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Mbe Wealth Management, LLC

$175 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$38.73 - $49.8 $3,834 - $4,930	-99 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$34.67 - $54.17 $3,432 - $5,362	99 New	99 $8,000

Others Institutions Holding DLN

# of Institutions

403

Shares Held

36.2M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.9M
Shares

$313 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$229 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$217 Million
0.1% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$168 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.42M
Shares

$114 Million
0.11% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.