Worth Financial Advisory Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 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 5,431 shares of DON stock, worth $281,325. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,431
Previous 5,027
8.04%
Holding current value
$281,325
Previous $257 Million
7.7%
% of portfolio
0.17%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding DON
# of Institutions
478Shares Held
43.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$233 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$129 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$108 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$95.3 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$82.6 Million0.02% of portfolio