Bartlett & Co. Wealth Management LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 425 shares of DON stock, worth $22,206. This represents 0.0% of its overall portfolio holdings.
Number of Shares
425
Previous 2,248
81.09%
Holding current value
$22,206
Previous $105 Million
79.33%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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