Vance Wealth, Inc. Wisdomtree Tr Intl Largecap Di Transaction History
Vance Wealth, Inc.
- $261 Million
- Q1 2025
A detailed history of Vance Wealth, Inc. transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Vance Wealth, Inc. holds 6,150 shares of DOL stock, worth $365,248. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,150
Previous 6,150
-0.0%
Holding current value
$365,248
Previous $304,000
11.18%
% of portfolio
0.13%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding DOL
# of Institutions
100Shares Held
8.09MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.69MShares$160 Million0.14% of portfolio
-
Huntington National Bank Columbus, OH790KShares$46.9 Million0.32% of portfolio
-
Morgan Stanley New York, NY693KShares$41.2 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$21.5 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY360KShares$21.4 Million0.0% of portfolio