Precedent Wealth Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Precedent Wealth Partners, LLC

  • $248 Billion
  • Q2 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 3,881 shares of DLN stock, worth $303,804. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,881
Previous 3,881 -0.0%
Holding current value
$303,804
Previous $280 Million 0.78%
% of portfolio
0.11%
Previous 0.12%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 18, 2024
BUY
$58.89 - $66.53 $228,552 - $258,202
3,881 New
3,881 $258 Million

Others Institutions Holding DLN

# of Institutions
389
Shares Held
36.6M
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 Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, 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 Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email