Strategic Family Wealth Counselors, L.L.C. Wisdomtree Tr U.S Largecap Div Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $253 Million
- Q1 2024
A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 89,734 shares of DLN stock, worth $6.55 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
89,734
Previous 87,102
3.02%
Holding current value
$6.55 Million
Previous $5.78 Million
12.04%
% of portfolio
2.56%
Previous 2.42%
Shares
22 transactions
Others Institutions Holding DLN
# of Institutions
388Shares Held
36.3MCall Options Held
4.3KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.99MShares$291 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.87MShares$209 Million0.11% of portfolio
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Morgan Stanley New York, NY2.76MShares$201 Million0.02% of portfolio
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Wade G W & Inc Wellesley, MA2.09MShares$153 Million4.52% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.55MShares$113 Million0.03% of portfolio