Mason Investment Advisory Services, Inc. Wisdomtree Tr U.S Largecap Div Transaction History
Mason Investment Advisory Services, Inc.
- $1.71 Trillion
- Q4 2024
A detailed history of Mason Investment Advisory Services, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 3,738 shares of DLN stock, worth $293,582. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,738
Previous 3,764
0.69%
Holding current value
$293,582
Previous $296 Million
1.66%
% of portfolio
0.02%
Previous 0.02%
Shares
24 transactions
Others Institutions Holding DLN
# of Institutions
439Shares Held
40MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$307 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.96MShares$233 Million0.1% of portfolio
-
Morgan Stanley New York, NY2.91MShares$229 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$164 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.77MShares$139 Million0.04% of portfolio