Strategic Financial Concepts, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Strategic Financial Concepts, LLC
- $711 Billion
- Q2 2025
A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 3,595 shares of DLN stock, worth $302,231. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,595
Previous 3,636
1.13%
Holding current value
$302,231
Previous $289 Million
2.32%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DLN
# of Institutions
472Shares Held
42.3MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$327 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.25MShares$273 Million0.09% of portfolio
-
Morgan Stanley New York, NY2.95MShares$248 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.11MShares$177 Million0.04% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$176 Million4.52% of portfolio