Valeo Financial Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Valeo Financial Advisors, LLC
- $3.49 Billion
- Q2 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 16,699 shares of DLN stock, worth $1.31 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
16,699
Previous 16,699
-0.0%
Holding current value
$1.31 Million
Previous $1.21 Million
0.75%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DLN
# of Institutions
389Shares Held
36.6MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.94MShares$308 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.92MShares$229 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.8MShares$219 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$164 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.43MShares$112 Million0.11% of portfolio