Brady Family Wealth, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Brady Family Wealth, LLC
- $308 Billion
- Q1 2024
A detailed history of Brady Family Wealth, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Brady Family Wealth, LLC holds 16,343 shares of DON stock, worth $757,988. This represents 0.26% of its overall portfolio holdings.
Number of Shares
16,343
Previous 16,217
0.78%
Holding current value
$757,988
Previous $741 Million
7.57%
% of portfolio
0.26%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding DON
# of Institutions
443Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$210 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.6MShares$121 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.9MShares$88.1 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$83.8 Million0.05% of portfolio
-
Creative Planning Overland Park, KS1.61MShares$74.6 Million0.09% of portfolio