Spring Vest Wealth Management LLC Wisdomtree Tr U.S Largecap Div Transaction History
Spring Vest Wealth Management LLC
- $136 Billion
- Q3 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 6,551 shares of DLN stock, worth $570,919. This represents 0.42% of its overall portfolio holdings.
Number of Shares
6,551
Previous 6,551
-0.0%
Holding current value
$570,919
Previous $538 Million
5.95%
% of portfolio
0.42%
Previous 0.44%
Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
480Shares Held
43.6MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$340 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.48MShares$303 Million0.09% of portfolio
-
Morgan Stanley New York, NY2.87MShares$250 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$183 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$179 Million0.04% of portfolio