Rooted Wealth Advisors, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 46,334 shares of DON stock, worth $2.37 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
46,334
Previous 44,091
5.09%
Holding current value
$2.37 Million
Previous $2.11 Million
7.38%
% of portfolio
1.0%
Previous 1.04%
Shares
5 transactions
Others Institutions Holding DON
# of Institutions
437Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$232 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$126 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$96.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$96 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$85 Million0.02% of portfolio