Vance Wealth, Inc. Wisdomtree Tr Intl Largecap Di Transaction History

Vance Wealth, Inc.

$250 Million
Q1 2024

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 $316,540. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,150

Previous 6,150 -0.0%

Holding current value

$316,540

Previous $302,000 5.3%

% of portfolio

0.13%

Previous 0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 18, 2022	BUY	N/A	6,150 New	6,150 $304,000

Others Institutions Holding DOL

# of Institutions

Shares Held

8.17M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

2.78M
Shares

$143 Million
0.16% of portfolio
Huntington National Bank Columbus, OH

876K
Shares

$45.1 Million
0.37% of portfolio
Morgan Stanley New York, NY

501K
Shares

$25.8 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

372K
Shares

$19.2 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$18.6 Million
0.05% of portfolio

View Full List

About WISDOMTREE TR INTL LARGECAP DI

Ticker DOL
Sector ETFs
Industry ETFs

More about DOL

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