Cascade Financial Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 17,577 shares of DLN stock, worth $1.39 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
17,577
Previous 17,577
-0.0%
Holding current value
$1.39 Million
Previous $1.41 Billion
2.71%
% of portfolio
0.18%
Previous 0.18%
Shares
1 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$309 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.96MShares$234 Million0.1% of portfolio
-
Morgan Stanley New York, NY2.91MShares$231 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$166 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.77MShares$140 Million0.04% of portfolio