Baystate Wealth Management LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Baystate Wealth Management LLC holds 30,339 shares of DON stock, worth $1.52 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
30,339
Previous 37,821
19.78%
Holding current value
$1.52 Million
Previous $1.55 Million
10.52%
% of portfolio
0.1%
Previous 0.13%
Shares
27 transactions
Others Institutions Holding DON
# of Institutions
483Shares Held
43.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$104 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$92.1 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$79.9 Million0.02% of portfolio