Beaird Harris Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Beaird Harris Wealth Management, LLC
- $1.19 Billion
- Q2 2025
A detailed history of Beaird Harris Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 206 shares of DON stock, worth $10,687. This represents 0.0% of its overall portfolio holdings.
Number of Shares
206Holding current value
$10,687% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
495Shares Held
45.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$252 Million0.02% of portfolio
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Morgan Stanley New York, NY2.37MShares$123 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.02MShares$105 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.83MShares$95 Million4.31% of portfolio
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Ubs Group Ag1.79MShares$92.8 Million0.02% of portfolio