Valeo Financial Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 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 $1.32 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,699
Previous 16,699 -0.0%
Holding current value
$1.32 Million
Previous $1.21 Million 7.99%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022
BUY
$57.22 - $66.91 $4,520 - $5,285
79 Added 0.48%
16,699 $987,000
Q4 2021

Jan 07, 2022
BUY
$59.87 - $66.15 $497,519 - $549,706
8,310 Added 100.0%
16,620 $1.1 Million
Q1 2021

Apr 12, 2021
SELL
$53.02 - $57.62 $171,784 - $186,688
-3,240 Reduced 28.05%
8,310 $953,000
Q3 2020

Oct 28, 2020
SELL
$46.22 - $51.04 $52,043 - $57,471
-1,126 Reduced 8.88%
11,550 $1.12 Million
Q1 2018

Apr 12, 2018
BUY
N/A
38 Added 0.3%
12,676 $1.12 Million
Q3 2017

Nov 14, 2017
BUY
N/A
12,638
12,638 $1.1 Million

Others Institutions Holding DLN

# of Institutions
405
Shares Held
36.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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