Vertex Planning Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 9,394 shares of DON stock, worth $462,090. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,394
Previous 9,376
0.19%
Holding current value
$462,090
Previous $428 Million
6.95%
% of portfolio
0.13%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding DON
# of Institutions
440Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$223 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.6MShares$128 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.9MShares$93.5 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$88.9 Million0.05% of portfolio
-
Creative Planning Overland Park, KS1.61MShares$79.1 Million0.09% of portfolio