Spring Vest Wealth Management LLC Wisdomtree Tr U.S Largecap Div Transaction History
Spring Vest Wealth Management LLC
- $121 Billion
- Q1 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 $521,328. This represents 0.43% of its overall portfolio holdings.
Number of Shares
6,551
Previous 6,551
-0.0%
Holding current value
$521,328
Previous $510 Million
2.02%
% of portfolio
0.43%
Previous 0.44%
Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
457Shares Held
41.8MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$310 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.46MShares$275 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.96MShares$236 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$167 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.43MShares$114 Million0.03% of portfolio