Kovitz Investment Group Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Kovitz Investment Group Partners, LLC
- $28.6 Billion
- Q4 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 8,394 shares of DLN stock, worth $665,140. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,394
Previous 8,394
-0.0%
Holding current value
$665,140
Previous $652,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
438Shares Held
40MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$310 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.96MShares$235 Million0.1% of portfolio
-
Morgan Stanley New York, NY2.91MShares$231 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$166 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.77MShares$141 Million0.04% of portfolio