A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, United Advisor Group, LLC holds 92,242 shares of DLN stock, worth $7.45 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
92,242
Previous 78,668 17.25%
Holding current value
$7.45 Million
Previous $5.72 Million 26.61%
% of portfolio
1.72%
Previous 1.88%

Shares

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

Oct 30, 2024

BUY
$71.86 - $78.56 $975,427 - $1.07 Million
13,574 Added 17.25%
92,242 $7.25 Million
Q2 2024

Aug 08, 2024

BUY
$68.68 - $73.31 $772,306 - $824,370
11,245 Added 16.68%
78,668 $5.72 Million
Q1 2024

May 14, 2024

BUY
$65.84 - $72.19 $4.44 Million - $4.87 Million
67,423 New
67,423 $4.87 Million

Others Institutions Holding DLN

About WISDOMTREE TR U.S LARGECAP DIV


  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.