Kingswood Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 60,232 shares of DLN stock, worth $4.68 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
60,232
Previous 29,622
103.34%
Holding current value
$4.68 Million
Previous $2.32 Billion
101.54%
% of portfolio
0.35%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding DLN
# of Institutions
438Shares Held
40MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$304 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.96MShares$230 Million0.1% of portfolio
-
Morgan Stanley New York, NY2.91MShares$227 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$163 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.77MShares$138 Million0.04% of portfolio