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

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 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 6,337 shares of DLN stock, worth $500,939. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,337
Previous 6,337 -0.0%
Holding current value
$500,939
Previous $461,000 7.81%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
405
Shares Held
36.4M
Call Options Held
0
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
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email