Wealth Care Investment Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Wealth Care Investment Partners, LLC
- $218 Million
- Q4 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 9,149 shares of DLN stock, worth $719,843. This represents 0.33% of its overall portfolio holdings.
Number of Shares
9,149
Previous 4,398
108.03%
Holding current value
$719,843
Previous $345,000
106.09%
% of portfolio
0.33%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding DLN
# of Institutions
438Shares Held
40MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$308 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.96MShares$233 Million0.1% of portfolio
-
Morgan Stanley New York, NY2.91MShares$229 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$165 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.77MShares$140 Million0.04% of portfolio