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

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 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 3,618 shares of DLN stock, worth $279,960. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,618
Previous 3,881 6.78%
Holding current value
$279,960
Previous $282 Million 0.67%
% of portfolio
0.09%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$71.86 - $78.56 $18,899 - $20,661
-263 Reduced 6.78%
3,618 $284 Million
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
405
Shares Held
36.4M
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
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