Key Financial Inc DOL Holdings History
Key Financial Inc's WisdomTree International LargeCap Dividend Index Holding Summary
As of 2025-03-31, Key Financial Inc held 304,163.00 shares of WisdomTree International LargeCap Dividend Index(DOL), totaling $16.75 Mil. This investment constitutes 3.65% of their stock portfolio, and Key Financial Inc now holds 3.04% of the outstanding WisdomTree International LargeCap Dividend Index(DOL) stock.
The initial trade took place in 2019Q4. And since then Key Financial Inc has made 19 purchases of DOL, at an average price of $45.41, for a total of 455,678.00 shares. In addition, there have been 1 sales at an average price of $38.66 for 151,515.00 shares. Based on historical transaction data and DOL's current price of $60.06, Key Financial Inc's estimated gain on his DOL holdings is $3.43 Mil, reflecting a 16.58% gain to date.
Key Financial Inc DOL ($60.06) Holding Chart
Key Financial Inc DOL ($60.06) 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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