Robinson Smith Wealth Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History
Robinson Smith Wealth Advisors LLC
- $114 Billion
- Q2 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 4,763 shares of DLN stock, worth $372,847. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,763
Previous 4,763
-0.0%
Holding current value
$372,847
Previous $344 Million
0.78%
% of portfolio
0.31%
Previous 0.33%
Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
389Shares Held
36.6MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.94MShares$309 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.92MShares$229 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.8MShares$219 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$164 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.43MShares$112 Million0.11% of portfolio