Brady Family Wealth, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Brady Family Wealth, LLC
- $310 Billion
- Q2 2024
A detailed history of Brady Family Wealth, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Brady Family Wealth, LLC holds 16,429 shares of DON stock, worth $808,142. This represents 0.25% of its overall portfolio holdings.
Number of Shares
16,429
Previous 16,343
0.53%
Holding current value
$808,142
Previous $797 Million
3.6%
% of portfolio
0.25%
Previous 0.26%
Shares
7 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