Independent Wealth Network Inc. DLN Holdings History
Independent Wealth Network Inc.'s WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2025-06-30, Independent Wealth Network Inc. held 7,141.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $586,590.00. This investment constitutes 0.21% of their stock portfolio, and Independent Wealth Network Inc. now holds 0.01% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2025Q2. And since then Independent Wealth Network Inc. has made 1 purchases of DLN, at an average price of $78.13, for a total of 7,141.00 shares. Based on historical transaction data and DLN's current price of $83.21, Independent Wealth Network Inc.'s estimated gain on his DLN holdings is $36,276.28, reflecting a 6.50% gain to date.
Independent Wealth Network Inc. DLN ($83.21) Holding Chart
Independent Wealth Network Inc. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
