Assured Partners Investment Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Assured Partners Investment Advisors, LLC
- $518 Billion
- Q1 2025
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 11,540 shares of DON stock, worth $565,575. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,540
Previous 12,521
7.83%
Holding current value
$565,575
Previous $638 Million
10.45%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
492Shares Held
44.7MCall Options Held
500Put Options Held
237-
Bank Of America Corp Charlotte, NC4.62MShares$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$120 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.01MShares$98.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.82MShares$89.2 Million4.57% of portfolio
-
Ubs Group Ag1.61MShares$79 Million0.02% of portfolio