FUTURE YOU WEALTH LLC DLN Holdings History
FUTURE YOU WEALTH LLC's WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2025-03-31, FUTURE YOU WEALTH LLC held 181,519.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $14.41 Mil. This investment constitutes 9.23% of their stock portfolio, and FUTURE YOU WEALTH LLC now holds 0.3% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2025Q1. And since then FUTURE YOU WEALTH LLC has made 1 purchases of DLN, at an average price of $79.79, for a total of 181,519.00 shares. Based on historical transaction data and DLN's current price of $84.17, FUTURE YOU WEALTH LLC's estimated gain on his DLN holdings is $795,053.22, reflecting a 5.49% gain to date.
FUTURE YOU WEALTH LLC DLN ($84.17) Holding Chart
FUTURE YOU WEALTH LLC DLN ($84.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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