Avantax Advisory Services, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Avantax Advisory Services, Inc.
- $11.1 Billion
- Q1 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 19,832 shares of DON stock, worth $923,576. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,832
Previous 21,785
8.96%
Holding current value
$923,576
Previous $995,000
2.81%
% of portfolio
0.01%
Previous 0.01%
Shares
22 transactions
Others Institutions Holding DON
# of Institutions
443Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$211 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.6MShares$121 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.9MShares$88.5 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$84.2 Million0.05% of portfolio
-
Creative Planning Overland Park, KS1.61MShares$74.9 Million0.09% of portfolio