Clear Point Advisors Inc. Wisdomtree Tr U.S Largecap Div Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 2024
A detailed history of Clear Point Advisors Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Clear Point Advisors Inc. holds 586 shares of DLN stock, worth $45,930. This represents 0.04% of its overall portfolio holdings.
Number of Shares
586
Previous 586
-0.0%
Holding current value
$45,930
Previous $42.6 Million
7.98%
% of portfolio
0.04%
Previous 0.04%
Shares
1 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$306 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