Redmont Wealth Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History

Redmont Wealth Advisors LLC

  • $62 Million
  • Q3 2024

A detailed history of Redmont Wealth Advisors LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Redmont Wealth Advisors LLC holds 6,461 shares of DLN stock, worth $505,120. This represents 0.82% of its overall portfolio holdings.

Number of Shares
6,461
Previous 6,461 -0.0%
Holding current value
$505,120
Previous $470,000 7.87%
% of portfolio
0.82%
Previous 0.77%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
BUY
$60.35 - $63.6 $48,762 - $51,388
808 Added 14.29%
6,461 $410,000
Q1 2023

Apr 21, 2023
SELL
$59.37 - $64.16 $198,711 - $214,743
-3,347 Reduced 37.19%
5,653 $349,000
Q4 2021

Feb 14, 2022
BUY
$59.87 - $66.15 $538,830 - $595,350
9,000 New
9,000 $594,000

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
Track This Portfolio

Track Redmont Wealth Advisors LLC Portfolio

Follow Redmont Wealth Advisors 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 Redmont Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Redmont Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email