Integrated Wealth Concepts LLC Wisdomtree Tr U.S Largecap Div Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,511 shares of DLN stock, worth $739,385. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,511
Previous 7,335 29.67%
Holding current value
$739,385
Previous $576,000 28.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 14, 2025
BUY
$77.23 - $82.11 $168,052 - $178,671
2,176 Added 29.67%
9,511 $739,000
Q3 2024

Nov 14, 2024
BUY
$71.86 - $78.56 $32,121 - $35,116
447 Added 6.49%
7,335 $576,000
Q2 2024

Aug 14, 2024
BUY
$68.68 - $73.31 $245,874 - $262,449
3,580 Added 108.22%
6,888 $501,000
Q1 2024

May 15, 2024
SELL
$65.84 - $72.19 $20,739 - $22,739
-315 Reduced 8.69%
3,308 $238,000
Q4 2023

Feb 13, 2024
BUY
$58.89 - $66.53 $213,358 - $241,038
3,623 New
3,623 $240,000
Q1 2023

May 03, 2023
BUY
$59.37 - $64.16 $238,251 - $257,474
4,013 New
4,013 $248,000

Others Institutions Holding DLN

# of Institutions
438
Shares Held
40M
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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