Vance Wealth, Inc. Wisdomtree Tr Intl Largecap Di Transaction History
Vance Wealth, Inc.
- $263 Million
- Q3 2024
A detailed history of Vance Wealth, Inc. transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Vance Wealth, Inc. holds 6,150 shares of DOL stock, worth $305,962. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,150
Previous 6,150
-0.0%
Holding current value
$305,962
Previous $311,000
6.43%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DOL
# of Institutions
95Shares Held
8.12MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.72MShares$135 Million0.15% of portfolio
-
Huntington National Bank Columbus, OH811KShares$40.4 Million0.32% of portfolio
-
Morgan Stanley New York, NY557KShares$27.7 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$18 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY340KShares$16.9 Million0.0% of portfolio