Shore Haven Wealth Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 10,200 shares of DLN stock, worth $835,482. This represents 0.39% of its overall portfolio holdings.
Number of Shares
10,200
Previous 10,220
0.2%
Holding current value
$835,482
Previous $802,000
1.12%
% of portfolio
0.39%
Previous 0.4%
Shares
17 transactions
Others Institutions Holding DLN
# of Institutions
437Shares Held
40MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$320 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.96MShares$243 Million0.1% of portfolio
-
Morgan Stanley New York, NY2.91MShares$239 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$172 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.77MShares$145 Million0.04% of portfolio