GFS
DOL icon

GYL Financial Synergies’s WisdomTree True Developed International Fund DOL Stock Holding History

GYL Financial Synergies’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$226K Sell
4,194
-211
-5% -$11K 0.02% 344
2024
Q2 		$223K Sell
4,405
-422
-9% -$21.8K 0.02% 346
2024
Q1 		$250K Hold
4,827
– – 0.02% 326
2023
Q4 		$238K Buy
+4,827
New +$225K 0.02% 323
2023
Q3 		– Sell
-4,264
Closed -$201K – 332
2023
Q2 		$201K Buy
+4,264
New +$203K 0.02% 337

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return