Comprehensive Financial Planning, Inc./Pa Wisdomtree Tr U.S Largecap Div Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 438 shares of DLN stock, worth $38,171. This represents 0.03% of its overall portfolio holdings.

Number of Shares
438
Previous 436 0.46%
Holding current value
$38,171
Previous $35.8 Million 6.47%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$82.42 - $87.03 $164 - $174
2 Added 0.46%
438 $38.1 Million
Q2 2025

Aug 08, 2025
BUY
$70.7 - $82.14 $212 - $246
3 Added 0.69%
436 $35.8 Million
Q1 2025

May 09, 2025
BUY
$76.77 - $82.22 $76 - $82
1 Added 0.23%
433 $34.4 Million
Q4 2024

Jan 28, 2025
BUY
$77.23 - $82.11 $33,363 - $35,471
432 New
432 $33.6 Million

Others Institutions Holding DLN

# of Institutions
480
Shares Held
43.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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