Fairway Wealth LLC Wisdomtree Tr U.S Largecap Div Transaction History
Fairway Wealth LLC
- $222 Billion
- Q4 2024
A detailed history of Fairway Wealth LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Fairway Wealth LLC holds 222,780 shares of DLN stock, worth $17.9 Million. This represents 7.8% of its overall portfolio holdings.
Number of Shares
222,780
Previous 182,470
22.09%
Holding current value
$17.9 Million
Previous $14.3 Billion
20.9%
% of portfolio
7.8%
Previous 7.28%
Shares
5 transactions
Others Institutions Holding DLN
# of Institutions
432Shares Held
37.6MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$314 Million0.21% of portfolio
-
Morgan Stanley New York, NY2.86MShares$230 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC2.71MShares$218 Million0.1% of portfolio
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Wade G W & Inc Wellesley, MA2.09MShares$169 Million4.52% of portfolio
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Creative Planning Overland Park, KS1.42MShares$114 Million0.11% of portfolio