Financial Strategy Network, LLC DLN Holdings History
Number of Shares
172,112.00
Current Holdings Value*
$7.99 Mil
% of Portfolio
5.13%
Total Estimate Gain
$8.99 Mil
% of Total Estimate Gain
31.24%
Financial Strategy Network, LLC's WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2020-06-30, Financial Strategy Network, LLC held 172,112.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $7.99 Mil. This investment constitutes 5.13% of their stock portfolio, and Financial Strategy Network, LLC now holds 0.16% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2018Q2. In addition, there have been 9 sales at an average price of $43.15 for 543,666.00 shares. Based on historical transaction data and DLN's current price of $83.21, Financial Strategy Network, LLC's estimated gain on his DLN holdings is $8.99 Mil, reflecting a 31.24% gain to date.
Financial Strategy Network, LLC DLN ($83.21) Holding Chart
Financial Strategy Network, LLC DLN ($83.21) 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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