Spring Vest Wealth Management LLC Wisdomtree Tr U.S Largecap Div Transaction History
Spring Vest Wealth Management LLC
- $123 Billion
- Q2 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 6,551 shares of DLN stock, worth $550,742. This represents 0.44% of its overall portfolio holdings.
Number of Shares
6,551
Previous 6,551
-0.0%
Holding current value
$550,742
Previous $520 Million
3.49%
% of portfolio
0.44%
Previous 0.43%
Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
470Shares Held
41.7MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$327 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.46MShares$291 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.96MShares$249 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$176 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.43MShares$120 Million0.03% of portfolio