Creekmur Asset Management LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Creekmur Asset Management LLC
- $477 Billion
- Q1 2025
A detailed history of Creekmur Asset Management LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Creekmur Asset Management LLC holds 705 shares of DON stock, worth $35,849. This represents 0.01% of its overall portfolio holdings.
Number of Shares
705
Previous 704
0.14%
Holding current value
$35,849
Previous $35.9 Million
2.7%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DON
# of Institutions
484Shares Held
44.7MCall Options Held
500Put Options Held
237-
Bank Of America Corp Charlotte, NC4.62MShares$235 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.01MShares$102 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.82MShares$92.6 Million4.57% of portfolio
-
Ubs Group Ag1.61MShares$82 Million0.02% of portfolio