A detailed history of United Advisor Group, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, United Advisor Group, LLC holds 11,793 shares of DNL stock, worth $433,274. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,793
Previous 11,468 2.83%
Holding current value
$433,274
Previous $448,000 3.57%
% of portfolio
0.11%
Previous 0.15%

Shares

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

Oct 30, 2024

BUY
$36.65 - $40.81 $11,911 - $13,263
325 Added 2.83%
11,793 $464,000
Q2 2024

Aug 08, 2024

BUY
$37.04 - $39.97 $233,648 - $252,130
6,308 Added 122.25%
11,468 $448,000
Q1 2024

May 14, 2024

BUY
$35.41 - $39.06 $182,715 - $201,549
5,160 New
5,160 $200,000

Others Institutions Holding DNL

About WISWISDOMTREE TR


  • Ticker DNL
  • Sector ETFs
  • Industry ETFs
More about DNL
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.