Rockport Wealth LLC Wisdomtree Tr U.S Largecap Div Transaction History

Rockport Wealth LLC

$160 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$65.84 - $72.19 $2.51 Million - $2.75 Million	38,081 New	38,081 $2.74 Billion

Others Institutions Holding DLN

# of Institutions

388

Shares Held

36.3M

Call Options Held

4.3K

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.99M
Shares

$291 Million
0.2% of portfolio
Lpl Financial LLC Fort Mill, SC

2.87M
Shares

$209 Million
0.11% of portfolio
Morgan Stanley New York, NY

2.76M
Shares

$201 Million
0.02% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$153 Million
4.52% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.55M
Shares

$113 Million
0.03% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

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