Wealth Plan Investment Management, LLC Wiswisdomtree Tr Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 22,347 shares of DNL stock, worth $848,962. This represents 0.14% of its overall portfolio holdings.
Number of Shares
22,347
Previous 21,425
4.3%
Holding current value
$848,962
Previous $833,000
4.8%
% of portfolio
0.14%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding DNL
# of Institutions
110Shares Held
12.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY996KShares$37.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC861KShares$32.7 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN781KShares$29.7 Million0.01% of portfolio
-
Cwm, LLC754KShares$28.6 Million0.13% of portfolio
-
Ubs Group Ag732KShares$27.8 Million0.01% of portfolio