Modern Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,984 shares of DLN stock, worth $243,255. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,984
Previous 2,794 6.8%
Holding current value
$243,255
Previous $219 Million 9.86%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$77.23 - $82.11 $14,673 - $15,600
190 Added 6.8%
2,984 $241 Million
Q3 2024

Nov 05, 2024
BUY
$71.86 - $78.56 $200,776 - $219,496
2,794 New
2,794 $219 Million

Others Institutions Holding DLN

# of Institutions
437
Shares Held
40M
Call Options Held
3.1K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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