Steward Partners Investment Advisory, LLC Wisdomtree Tr Intl Largecap Di 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 Intl Largecap Di stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 127,838 shares of DOL stock, worth $6.95 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
127,838
Previous 127,451 0.3%
Holding current value
$6.95 Million
Previous $6.59 Million 1.62%
% of portfolio
0.07%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$49.5 - $53.37 $19,156 - $20,654
387 Added 0.3%
127,838 $6.48 Million
Q1 2024

May 15, 2024
BUY
$47.98 - $51.98 $2.18 Million - $2.36 Million
45,387 Added 55.31%
127,451 $6.59 Million
Q4 2023

Feb 12, 2024
SELL
$43.94 - $49.34 $15,203 - $17,071
-346 Reduced 0.42%
82,064 $4.04 Million
Q3 2023

Nov 13, 2023
BUY
$45.36 - $48.51 $3.74 Million - $4 Million
82,410 New
82,410 $3.76 Million
Q2 2021

Aug 13, 2021
SELL
$47.77 - $51.41 $14,331 - $15,422
-300 Closed
0 $0
Q1 2021

May 14, 2021
BUY
$45.63 - $48.02 $13,689 - $14,406
300 New
300 $0
Q2 2020

Aug 06, 2020
SELL
$35.15 - $43.29 $31,635 - $38,961
-900 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
$32.2 - $49.37 $12,880 - $19,748
-400 Reduced 30.77%
900 $33,000
Q4 2019

Jan 17, 2020
BUY
$44.62 - $49.28 $26,772 - $29,568
600 Added 85.71%
1,300 $63,000
Q2 2019

Jul 25, 2019
BUY
N/A
700 New
700 $32,000

Others Institutions Holding DOL

# of Institutions
97
Shares Held
8.27M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL LARGECAP DI

DOL Quotes by TradingView
  • Ticker DOL
  • Sector ETFs
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More about DOL
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