Vance Wealth, Inc. Wisdomtree Tr Intl Largecap Di Transaction History
Vance Wealth, Inc.
- $257 Million
- Q4 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 $340,648. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,150
Previous 6,150
-0.0%
Holding current value
$340,648
Previous $331,000
8.16%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DOL
# of Institutions
104Shares Held
8.09MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.72MShares$151 Million0.13% of portfolio
-
Huntington National Bank Columbus, OH783KShares$43.4 Million0.28% of portfolio
-
Morgan Stanley New York, NY628KShares$34.8 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$20.1 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY357KShares$19.7 Million0.0% of portfolio