Vance Wealth, Inc. Wisdomtree Tr Intl Largecap Di Transaction History
Vance Wealth, Inc.
- $287 Million
- Q2 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 $388,249. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,150
Previous 6,150
-0.0%
Holding current value
$388,249
Previous $338,000
8.28%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DOL
# of Institutions
105Shares Held
8.76MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.67MShares$169 Million0.14% of portfolio
-
Morgan Stanley New York, NY872KShares$55 Million0.0% of portfolio
-
Huntington National Bank Columbus, OH811KShares$51.2 Million0.33% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$22.9 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY360KShares$22.7 Million0.0% of portfolio