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

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Modera Wealth Management, LLC holds 6,166 shares of DLN stock, worth $486,250. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,166
Previous 6,337 2.7%
Holding current value
$486,250
Previous $497,000 3.62%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$77.23 - $82.11 $13,206 - $14,040
-171 Reduced 2.7%
6,166 $479,000
Q3 2023

Nov 30, 2023
SELL
$61.47 - $65.66 $214,837 - $229,481
-3,495 Reduced 35.55%
6,337 $389,000
Q3 2023

Nov 01, 2023
SELL
$61.47 - $65.66 $276,246 - $295,076
-4,494 Reduced 31.37%
9,832 $604,000
Q2 2023

Aug 07, 2023
BUY
$60.35 - $63.6 $864,574 - $911,133
14,326 New
14,326 $911,000

Others Institutions Holding DLN

# of Institutions
438
Shares Held
40M
Call Options Held
3.1K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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