United Advisor Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, United Advisor Group, LLC holds 92,242 shares of DLN stock, worth $7.28 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
92,242
Previous 78,668
17.25%
Holding current value
$7.28 Million
Previous $5.72 Million
26.61%
% of portfolio
1.72%
Previous 1.88%
Shares
3 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$308 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.86MShares$226 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$214 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$165 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$112 Million0.11% of portfolio