Financial Advisory Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Financial Advisory Partners, LLC
- $267 Billion
- Q2 2024
A detailed history of Financial Advisory Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Financial Advisory Partners, LLC holds 28,811 shares of DON stock, worth $1.47 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
28,811
Previous 29,633
2.77%
Holding current value
$1.47 Million
Previous $1.45 Billion
6.76%
% of portfolio
0.5%
Previous 0.56%
Shares
11 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