United Advisor Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History
United Advisor Group, LLC
- $455 Million
- Q1 2025
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 108,948 shares of DLN stock, worth $8.28 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
108,948
Previous 103,263
5.51%
Holding current value
$8.28 Million
Previous $8.03 Million
7.66%
% of portfolio
1.9%
Previous 1.69%
Shares
5 transactions
Others Institutions Holding DLN
# of Institutions
450Shares Held
40.7MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$297 Million0.21% of portfolio
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Lpl Financial LLC Fort Mill, SC2.96MShares$225 Million0.1% of portfolio
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Morgan Stanley New York, NY2.91MShares$222 Million0.02% of portfolio
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Wade G W & Inc Wellesley, MA2.09MShares$159 Million4.52% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.77MShares$135 Million0.04% of portfolio