United Advisor Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History

United Advisor Group, LLC

  • $476 Million
  • Q4 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 103,263 shares of DLN stock, worth $8.29 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
103,263
Previous 92,242 11.95%
Holding current value
$8.29 Million
Previous $7.25 Million 10.85%
% of portfolio
1.69%
Previous 1.72%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025
BUY
$77.23 - $82.11 $851,151 - $904,934
11,021 Added 11.95%
103,263 $8.03 Million
Q3 2024

Oct 30, 2024
BUY
$71.86 - $78.56 $975,427 - $1.07 Million
13,574 Added 17.25%
92,242 $7.25 Million
Q2 2024

Aug 08, 2024
BUY
$68.68 - $73.31 $772,306 - $824,370
11,245 Added 16.68%
78,668 $5.72 Million
Q1 2024

May 14, 2024
BUY
$65.84 - $72.19 $4.44 Million - $4.87 Million
67,423 New
67,423 $4.87 Million

Others Institutions Holding DLN

# of Institutions
437
Shares Held
40M
Call Options Held
3.1K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email