Avantax Planning Partners, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 274,361 shares of DON stock, worth $14.3 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
274,361
Previous 266,921
2.79%
Holding current value
$14.3 Million
Previous $13 Million
1.43%
% of portfolio
0.41%
Previous 0.42%
Shares
28 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