Traverso Chambers Private Wealth Management, LLC DLN Holdings History
Traverso Chambers Private Wealth Management, LLC's WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2023-12-31, Traverso Chambers Private Wealth Management, LLC held 254,800.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $16.91 Mil. This investment constitutes 4.11% of their stock portfolio, and Traverso Chambers Private Wealth Management, LLC now holds 0.45% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2018Q4. And since then Traverso Chambers Private Wealth Management, LLC has made 12 purchases of DLN, at an average price of $46.96, for a total of 421,705.00 shares. In addition, there have been 8 sales at an average price of $47.01 for 166,905.00 shares. Based on historical transaction data and DLN's current price of $81.66, Traverso Chambers Private Wealth Management, LLC's estimated gain on his DLN holdings is $8.85 Mil, reflecting a 44.69% gain to date.
Traverso Chambers Private Wealth Management, LLC DLN ($81.66) Holding Chart
Traverso Chambers Private Wealth Management, LLC DLN ($81.66) 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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