Hb Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Hb Wealth Management, LLC holds 18,070 shares of DLN stock, worth $1.45 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,070
Previous 17,352 4.14%
Holding current value
$1.45 Million
Previous $1.36 Million 3.08%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$77.23 - $82.11 $55,451 - $58,954
718 Added 4.14%
18,070 $1.41 Million
Q4 2022

Jan 20, 2023
SELL
$55.78 - $64.63 $20,192 - $23,396
-362 Reduced 2.04%
17,352 $0
Q3 2022

Oct 19, 2022
BUY
$55.26 - $64.34 $978,875 - $1.14 Million
17,714 New
17,714 $979,000

Others Institutions Holding DLN

# of Institutions
421
Shares Held
36.9M
Call Options Held
3.1K
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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