GREAT VALLEY ADVISOR GROUP, INC. DLN Holdings History
GREAT VALLEY ADVISOR GROUP, INC.'s WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2025-03-31, GREAT VALLEY ADVISOR GROUP, INC. held 1.04 Mil shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $82.20 Mil. This investment constitutes 1.77% of their stock portfolio, and GREAT VALLEY ADVISOR GROUP, INC. now holds 1.71% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2020Q2. And since then GREAT VALLEY ADVISOR GROUP, INC. has made 19 purchases of DLN, at an average price of $64.25, for a total of 1.13 Mil shares. In addition, there have been 1 sales at an average price of $63.18 for 93,209.00 shares. Based on historical transaction data and DLN's current price of $82.42, GREAT VALLEY ADVISOR GROUP, INC.'s estimated gain on his DLN holdings is $18.72 Mil, reflecting a 25.82% gain to date.
GREAT VALLEY ADVISOR GROUP, INC. DLN ($82.42) Holding Chart
GREAT VALLEY ADVISOR GROUP, INC. DLN ($82.42) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
