Vertex Planning Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,530 shares of DLN stock, worth $209,382. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,530
Holding current value
$209,382
% of portfolio
0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$76.77 - $82.22 $194,228 - $208,016
2,530 New
2,530 $201 Million
Q4 2023

Feb 14, 2024
BUY
$58.89 - $66.53 $201,344 - $227,466
3,419 New
3,419 $227 Million

Others Institutions Holding DLN

# of Institutions
461
Shares Held
41.8M
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
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More about DLN
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