Edge Financial Advisors LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Edge Financial Advisors LLC
- $114 Billion
- Q1 2024
A detailed history of Edge Financial Advisors LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Edge Financial Advisors LLC holds 6,036 shares of DON stock, worth $303,188. This represents 0.26% of its overall portfolio holdings.
Number of Shares
6,036Holding current value
$303,188% of portfolio
0.26%Shares
1 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
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Morgan Stanley New York, NY2.45MShares$123 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.88MShares$94.5 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.87MShares$94.2 Million4.55% of portfolio
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Ubs Group Ag1.66MShares$83.4 Million0.02% of portfolio