Worth Financial Advisory Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 5,022 shares of DON stock, worth $248,538. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,022
Previous 4,983
0.78%
Holding current value
$248,538
Previous $243 Million
3.35%
% of portfolio
0.15%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding DON
# of Institutions
436Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$224 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$121 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$93.1 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$92.8 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$82.2 Million0.02% of portfolio