Northwest Financial Advisors Wisdomtree Tr U.S Largecap Div Transaction History
Northwest Financial Advisors
- $126 Billion
- Q3 2024
A detailed history of Northwest Financial Advisors transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Northwest Financial Advisors holds 4,579 shares of DLN stock, worth $357,986. This represents 0.29% of its overall portfolio holdings.
Number of Shares
4,579
Previous 4,664
1.82%
Holding current value
$357,986
Previous $339 Million
6.01%
% of portfolio
0.29%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding DLN
# of Institutions
405Shares Held
36.4MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$305 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.86MShares$224 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$212 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$164 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$111 Million0.11% of portfolio