Steward Partners Investment Advisory, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 194,115 shares of DLN stock, worth $15.2 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
194,115
Previous 194,773
0.34%
Holding current value
$15.2 Million
Previous $14.1 Million
0.43%
% of portfolio
0.15%
Previous 0.16%
Shares
30 transactions
Others Institutions Holding DLN
# of Institutions
389Shares Held
36.6MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.94MShares$308 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.92MShares$229 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.8MShares$219 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$164 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.43MShares$112 Million0.11% of portfolio