Ae Wealth Management LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Ae Wealth Management LLC
- $9.03 Billion
- Q2 2024
A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Ae Wealth Management LLC holds 675,952 shares of DON stock, worth $35.3 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
675,952
Previous 667,438
1.28%
Holding current value
$35.3 Million
Previous $32.6 Million
2.88%
% of portfolio
0.35%
Previous 0.4%
Shares
26 transactions
Others Institutions Holding DON
# of Institutions
437Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$237 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$128 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$98.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$98 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$86.8 Million0.02% of portfolio