Tobias Financial Advisors, Inc. Wisdomtree Tr U.S Largecap Div Transaction History
Tobias Financial Advisors, Inc.
- $483 Million
- Q4 2024
A detailed history of Tobias Financial Advisors, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 77,207 shares of DLN stock, worth $5.87 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
77,207
Previous 81,574
5.35%
Holding current value
$5.87 Million
Previous $6.41 Million
6.29%
% of portfolio
1.24%
Previous 1.32%
Shares
21 transactions
Others Institutions Holding DLN
# of Institutions
451Shares Held
40.8MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$297 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.96MShares$225 Million0.1% of portfolio
-
Morgan Stanley New York, NY2.91MShares$222 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$159 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.77MShares$135 Million0.04% of portfolio