Optimum Investment Advisors Wisdomtree Tr U.S Largecap Div Transaction History
Optimum Investment Advisors
- $216 Million
- Q1 2024
A detailed history of Optimum Investment Advisors transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Optimum Investment Advisors holds 1,130 shares of DLN stock, worth $82,738. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,130
Previous 1,130
-0.0%
Holding current value
$82,738
Previous $75,000
8.0%
% of portfolio
0.04%
Previous 0.04%
Shares
20 transactions
Others Institutions Holding DLN
# of Institutions
389Shares Held
36.3MCall Options Held
4.3KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.99MShares$292 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.87MShares$210 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.76MShares$202 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$153 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.55MShares$113 Million0.03% of portfolio