Moneta Group Investment Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History
Moneta Group Investment Advisors LLC
- $9.24 Billion
- Q3 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 6,306 shares of DLN stock, worth $509,020. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,306
Previous 7,450
15.36%
Holding current value
$509,020
Previous $541,000
8.5%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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$315 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.86MShares$231 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$219 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$169 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$114 Million0.11% of portfolio