Lodestone Wealth Management LLC Wisdomtree Tr U.S Largecap Div Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 772 shares of DLN stock, worth $67,279. This represents 0.03% of its overall portfolio holdings.
Number of Shares
772Holding current value
$67,279% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
479Shares Held
43.8MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$340 Million0.21% of portfolio
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Lpl Financial LLC Fort Mill, SC3.48MShares$303 Million0.09% of portfolio
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Morgan Stanley New York, NY2.87MShares$250 Million0.02% of portfolio
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Wade G W & Inc Wellesley, MA2.09MShares$183 Million4.52% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.06MShares$179 Million0.04% of portfolio