Archetype Wealth Partners Wisdomtree Tr U.S. Midcap Divi Transaction History
Archetype Wealth Partners
- $600 Million
- Q1 2024
A detailed history of Archetype Wealth Partners transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Archetype Wealth Partners holds 17,603 shares of DON stock, worth $865,891. This represents 0.14% of its overall portfolio holdings.
Number of Shares
17,603
Previous 17,669
0.37%
Holding current value
$865,891
Previous $807,000
6.32%
% of portfolio
0.14%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding DON
# of Institutions
440Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$223 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.6MShares$128 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.9MShares$93.5 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$88.9 Million0.05% of portfolio
-
Creative Planning Overland Park, KS1.61MShares$79.1 Million0.09% of portfolio