Northwest Financial Advisors Wisdomtree Tr U.S. Midcap Divi Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Northwest Financial Advisors holds 1,064 shares of DON stock, worth $53,444. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,064
Previous 805
32.17%
Holding current value
$53,444
Previous $39.3 Million
26.75%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
436Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$227 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$94.5 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$94.2 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$83.4 Million0.02% of portfolio