Founders Grove Wealth Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Founders Grove Wealth Partners, LLC
- $399 Billion
- Q2 2025
A detailed history of Founders Grove Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Founders Grove Wealth Partners, LLC holds 60,011 shares of DON stock, worth $3.01 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
60,011
Previous 62,115
3.39%
Holding current value
$3.01 Million
Previous $3.08 Billion
2.22%
% of portfolio
0.75%
Previous 0.86%
Shares
3 transactions
Others Institutions Holding DON
# of Institutions
492Shares Held
45.2MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$244 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.37MShares$119 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$101 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$92 Million4.31% of portfolio
-
Ubs Group Ag1.79MShares$89.8 Million0.02% of portfolio