Centricity Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Centricity Wealth Management, LLC
- $107 Billion
- Q4 2024
A detailed history of Centricity Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 250 shares of DLN stock, worth $20,080. This represents 0.02% of its overall portfolio holdings.
Number of Shares
250Holding current value
$20,080% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
423Shares Held
37MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$314 Million0.2% of portfolio
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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$168 Million4.52% of portfolio
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Creative Planning Overland Park, KS1.42MShares$114 Million0.11% of portfolio