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 $7.63 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares

211,287

Previous 186,113 13.53%

Holding current value

$7.63 Million

Previous $7.27 Million 14.45%

% of portfolio

4.11%

Previous 3.89%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$36.65 - $40.81 $922,627 - $1.03 Million	25,174 Added 13.53%	211,287 $8.32 Million
Q2 2024 Jul 24, 2024	BUY	$37.04 - $39.97 $2.67 Million - $2.88 Million	72,007 Added 63.11%	186,113 $7.27 Million
Q1 2024 May 02, 2024	SELL	$35.41 - $39.06 $1.41 Million - $1.55 Million	-39,752 Reduced 25.84%	114,106 $4.44 Million
Q4 2023 Feb 06, 2024	SELL	$31.84 - $37.1 $1.08 Million - $1.25 Million	-33,764 Reduced 18.0%	153,858 $5.69 Million
Q3 2023 Oct 24, 2023	SELL	$33.17 - $36.65 $849,284 - $938,386	-25,604 Reduced 12.01%	187,622 $6.28 Million
Q2 2023 Jul 19, 2023	BUY	$34.59 - $36.52 $160,255 - $169,197	4,633 Added 2.22%	213,226 $7.64 Million
Q1 2023 Apr 14, 2023	BUY	$32.54 - $35.82 $1.41 Million - $1.55 Million	43,292 Added 26.19%	208,593 $7.4 Million
Q4 2022 Jan 24, 2023	SELL	$27.4 - $33.63 $144,507 - $177,364	-5,274 Reduced 3.09%	165,301 $0
Q3 2022 Nov 09, 2022	BUY	$27.2 - $34.05 $1.1 Million - $1.38 Million	40,393 Added 31.03%	170,575 $4.69 Million
Q2 2022 Aug 01, 2022	SELL	$31.69 - $40.37 $2.89 Million - $3.68 Million	-91,241 Reduced 41.21%	130,182 $4.13 Million
Q1 2022 May 13, 2022	BUY	$36.81 - $43.65 $5.26 Million - $6.24 Million	142,966 Added 182.22%	221,423 $8.8 Million
Q4 2021 Jan 21, 2022	BUY	$39.96 - $43.57 $1,078 - $1,176	27 Added 0.03%	78,457 $3.42 Million
Q3 2021 Oct 28, 2021	SELL	$40.46 - $43.87 $148,852 - $161,397	-3,679 Reduced 4.48%	78,430 $3.17 Million
Q2 2021 Aug 16, 2021	BUY	$39.37 - $42.66 $1.63 Million - $1.76 Million	41,355 Added 101.47%	82,109 $3.42 Million
Q1 2021 May 13, 2021	BUY	$37.62 - $40.48 $33,406 - $35,946	888 Added 2.23%	40,754 $3.16 Million
Q4 2020 Feb 10, 2021	BUY	$32.44 - $38.32 $1.29 Million - $1.53 Million	39,866 New	39,866 $3.04 Million

Others Institutions Holding DNL

# of Institutions

114

Shares Held

12.1M

Call Options Held

Put Options Held

View Full List

About WISWISDOMTREE TR

Ticker DNL
Sector ETFs
Industry ETFs

More about DNL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Account

Shore Haven Wealth Partners, LLC Wiswisdomtree Tr Transaction History