Modern Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,794 shares of DLN stock, worth $220,865. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,794Holding current value
$220,865% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
405Shares Held
36.4MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$309 Million0.2% of portfolio
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Morgan Stanley New York, NY2.86MShares$226 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC2.71MShares$214 Million0.1% of portfolio
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Wade G W & Inc Wellesley, MA2.09MShares$166 Million4.52% of portfolio
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Creative Planning Overland Park, KS1.42MShares$112 Million0.11% of portfolio