Monterey Private Wealth, Inc. Wiswisdomtree Tr Transaction History

Monterey Private Wealth, Inc.

$338 Million
Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 5,938 shares of DNL stock, worth $242,329. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,938

Holding current value

$242,329

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$35.56 - $38.21 $211,155 - $226,890	5,938 New	5,938 $211,000

Others Institutions Holding DNL

# of Institutions

109

Shares Held

9.63M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

847K
Shares

$34.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

827K
Shares

$33.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

637K
Shares

$26 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

614K
Shares

$25.1 Million
0.0% of portfolio
Ubs Group Ag

569K
Shares

$23.2 Million
0.0% of portfolio

View Full List

About WISWISDOMTREE TR

Ticker DNL
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Monterey Private Wealth, Inc. Wiswisdomtree Tr Transaction History