A detailed history of Ruggaard & Associates LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Ruggaard & Associates LLC holds 13,341 shares of DNL stock, worth $485,212. This represents 0.23% of its overall portfolio holdings.

Number of Shares
13,341
Previous 12,911 3.33%
Holding current value
$485,212
Previous $505 Million 4.17%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Nov 14, 2024

BUY
$36.65 - $40.81 $15,759 - $17,548
430 Added 3.33%
13,341 $526 Million
Q2 2024

Aug 13, 2024

BUY
$37.04 - $39.97 $149,308 - $161,119
4,031 Added 45.39%
12,911 $505 Million
Q1 2024

May 14, 2024

BUY
$35.41 - $39.06 $65,118 - $71,831
1,839 Added 26.12%
8,880 $345 Million
Q4 2023

Feb 15, 2024

SELL
$31.84 - $37.1 $28,751 - $33,501
-903 Reduced 11.37%
7,041 $260 Million
Q3 2023

Nov 09, 2023

BUY
$33.17 - $36.65 $52,773 - $58,310
1,591 Added 25.04%
7,944 $266 Million
Q2 2023

Aug 10, 2023

BUY
$34.59 - $36.52 $219,750 - $232,011
6,353 New
6,353 $228 Million

Others Institutions Holding DNL

About WISWISDOMTREE TR


  • Ticker DNL
  • Sector ETFs
  • Industry ETFs
More about DNL
Track This Portfolio

Track Ruggaard & Associates LLC Portfolio

Follow Ruggaard & Associates 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 Ruggaard & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ruggaard & Associates LLC with notifications on news.