A detailed history of Powers Advisory Group, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Powers Advisory Group, LLC holds 6,198 shares of DLN stock, worth $453,817. This represents 0.26% of its overall portfolio holdings.

Number of Shares
6,198
Previous 6,171 0.44%
Holding current value
$453,817
Previous $409,000 9.29%
% of portfolio
0.26%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$65.84 - $72.19 $1,777 - $1,949
27 Added 0.44%
6,198 $447,000
Q4 2023

Jan 17, 2024

BUY
$58.89 - $66.53 $2,650 - $2,993
45 Added 0.73%
6,171 $409,000
Q3 2023

Oct 18, 2023

BUY
$61.47 - $65.66 $2,335 - $2,495
38 Added 0.62%
6,126 $376,000
Q2 2023

Jul 20, 2023

BUY
$60.35 - $63.6 $2,293 - $2,416
38 Added 0.63%
6,088 $387,000
Q1 2023

Apr 13, 2023

BUY
$59.37 - $64.16 $2,077 - $2,245
35 Added 0.58%
6,050 $374,000
Q4 2022

Jan 20, 2023

SELL
$59.96 - $64.63 $138,267 - $149,036
-2,306 Reduced 27.71%
6,015 $0
Q3 2022

Oct 14, 2022

BUY
N/A
59 Added 0.71%
8,321 $460,000
Q2 2022

Jul 19, 2022

SELL
N/A
-1,541 Reduced 15.72%
8,262 $488,000
Q1 2022

May 11, 2022

BUY
N/A
4,239 Added 76.19%
9,803 $644,000
Q4 2021

May 06, 2022

BUY
N/A
5,564 New
5,564 $367,000

Others Institutions Holding DLN

About WISDOMTREE TR U.S LARGECAP DIV


  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Powers Advisory Group, LLC Portfolio

Follow Powers Advisory Group, 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 Powers Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Powers Advisory Group, LLC with notifications on news.