Wealth Care Investment Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Wealth Care Investment Partners, LLC
- $218 Million
- Q4 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 9,149 shares of DLN stock, worth $738,964. This represents 0.33% of its overall portfolio holdings.
Number of Shares
9,149
Previous 4,398
108.03%
Holding current value
$738,964
Previous $345,000
106.09%
% of portfolio
0.33%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding DLN
# of Institutions
427Shares Held
37MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$315 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.86MShares$231 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$219 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$169 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$115 Million0.11% of portfolio