Strategic Family Wealth Counselors, L.L.C. Wisdomtree Tr U.S Largecap Div Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $281 Million
  • Q3 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 101,404 shares of DLN stock, worth $8.19 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
101,404
Previous 91,499 10.83%
Holding current value
$8.19 Million
Previous $6.66 Million 19.68%
% of portfolio
2.83%
Previous 2.56%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$71.86 - $78.56 $711,773 - $778,136
9,905 Added 10.83%
101,404 $7.97 Million
Q2 2024

Aug 14, 2024
BUY
$68.68 - $73.31 $121,220 - $129,392
1,765 Added 1.97%
91,499 $6.66 Million
Q1 2024

May 14, 2024
BUY
$65.84 - $72.19 $173,290 - $190,004
2,632 Added 3.02%
89,734 $6.48 Million
Q4 2023

Jan 29, 2024
BUY
$58.89 - $66.53 $140,099 - $158,274
2,379 Added 2.81%
87,102 $5.78 Million
Q3 2023

Nov 13, 2023
BUY
$61.47 - $65.66 $33,685 - $35,981
548 Added 0.65%
84,723 $5.21 Million
Q2 2023

Aug 10, 2023
BUY
$60.35 - $63.6 $34,399 - $36,252
570 Added 0.68%
84,175 $5.35 Million
Q1 2023

May 15, 2023
SELL
$59.37 - $64.16 $187,965 - $203,130
-3,166 Reduced 3.65%
83,605 $5.17 Million
Q4 2022

Jan 25, 2023
SELL
$55.78 - $64.63 $61,190 - $70,899
-1,097 Reduced 1.25%
86,771 $0
Q3 2022

Nov 10, 2022
BUY
$55.26 - $64.34 $129,142 - $150,362
2,337 Added 2.73%
87,868 $4.86 Million
Q2 2022

Aug 11, 2022
BUY
$57.22 - $66.91 $224,760 - $262,822
3,928 Added 4.81%
85,531 $5.06 Million
Q1 2022

May 04, 2022
BUY
$62.31 - $66.73 $249,115 - $266,786
3,998 Added 5.15%
81,603 $5.36 Million
Q4 2021

Feb 08, 2022
BUY
$59.87 - $66.15 $2.46 Million - $2.72 Million
41,144 Added 112.84%
77,605 $5.13 Million
Q3 2021

Nov 09, 2021
BUY
$59.65 - $63.08 $149,363 - $157,952
2,504 Added 7.37%
36,461 $4.35 Million
Q2 2021

Jul 29, 2021
BUY
$57.63 - $60.69 $173,005 - $182,191
3,002 Added 9.7%
33,957 $4.09 Million
Q1 2021

May 10, 2021
SELL
$53.02 - $57.62 $530 - $576
-10 Reduced 0.03%
30,955 $3.55 Million
Q4 2020

Feb 16, 2021
BUY
$46.78 - $53.75 $5,332 - $6,127
114 Added 0.37%
30,965 $3.33 Million
Q3 2020

Oct 26, 2020
BUY
$46.22 - $51.04 $156,269 - $172,566
3,381 Added 12.31%
30,851 $2.99 Million
Q2 2020

Jul 13, 2020
BUY
$38.73 - $49.8 $6,003 - $7,719
155 Added 0.57%
27,470 $2.55 Million
Q1 2020

Apr 16, 2020
BUY
$34.67 - $54.17 $298,057 - $465,699
8,597 Added 45.93%
27,315 $2.21 Million
Q4 2019

Jan 17, 2020
BUY
$47.98 - $53.05 $27,972 - $30,928
583 Added 3.21%
18,718 $1.98 Million
Q3 2019

Oct 17, 2019
BUY
$49.16 - $49.83 $28,414 - $28,801
578 Added 3.29%
18,135 $1.8 Million
Q2 2019

Jul 17, 2019
SELL
N/A
-1,618 Reduced 8.44%
17,557 $1.7 Million
Q1 2019

Apr 26, 2019
BUY
N/A
3,896 Added 25.5%
19,175 $1.81 Million
Q4 2018

Jan 18, 2019
BUY
N/A
15,279 New
15,279 $1.29 Million

Others Institutions Holding DLN

# of Institutions
430
Shares Held
37.6M
Call Options Held
3.1K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Strategic Family Wealth Counselors, L.L.C. Portfolio

Follow Strategic Family Wealth Counselors, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email