Treybourne Wealth Planners, Inc. DLN Holdings History
Treybourne Wealth Planners, Inc.'s WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2021-06-30, Treybourne Wealth Planners, Inc. held 42,986.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $2.59 Mil. This investment constitutes 1.6% of their stock portfolio, and Treybourne Wealth Planners, Inc. now holds 0.04% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2020Q4. In addition, there have been 2 sales at an average price of $53.60 for 15,096.00 shares. Based on historical transaction data and DLN's current price of $83.56, Treybourne Wealth Planners, Inc.'s estimated gain on his DLN holdings is $1.54 Mil, reflecting a 53.67% gain to date.
Treybourne Wealth Planners, Inc. DLN ($83.56) Holding Chart
Treybourne Wealth Planners, Inc. DLN ($83.56) 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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