Perfromance Wealth Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Perfromance Wealth Partners, LLC
- $2.38 Billion
- Q1 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 2,940 shares of DLN stock, worth $215,266. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,940Holding current value
$215,266% of portfolio
0.01%Shares
3 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
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Lpl Financial LLC Fort Mill, SC2.87MShares$210 Million0.11% of portfolio
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Morgan Stanley New York, NY2.76MShares$202 Million0.02% of portfolio
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Wade G W & Inc Wellesley, MA2.09MShares$153 Million4.52% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.55MShares$113 Million0.03% of portfolio