Assured Partners Investment Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Assured Partners Investment Advisors, LLC
- $513 Billion
- Q4 2024
A detailed history of Assured Partners Investment Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 12,521 shares of DON stock, worth $641,075. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,521Holding current value
$641,075% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
470Shares Held
43MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$224 Million0.02% of portfolio
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Morgan Stanley New York, NY2.46MShares$126 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.08MShares$107 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.84MShares$94.2 Million4.75% of portfolio
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Ubs Group Ag1.61MShares$82.6 Million0.02% of portfolio