Shore Haven Wealth Partners, LLC Wiswisdomtree Tr Transaction History
Shore Haven Wealth Partners, LLC
- $202 Million
- Q3 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 211,287 shares of DNL stock, worth $7.72 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
211,287
Previous 186,113
13.53%
Holding current value
$7.72 Million
Previous $7.27 Million
14.45%
% of portfolio
4.11%
Previous 3.89%
Shares
16 transactions
Others Institutions Holding DNL
# of Institutions
115Shares Held
12.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.01MShares$36.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC916KShares$33.5 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN786KShares$28.7 Million0.01% of portfolio
-
Cwm, LLC754KShares$27.5 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC738KShares$27 Million0.01% of portfolio