Brady Martz Wealth Solutions, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Brady Martz Wealth Solutions, LLC
- $442 Billion
- Q1 2025
A detailed history of Brady Martz Wealth Solutions, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 56,051 shares of DON stock, worth $2.75 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
56,051
Previous 55,842
0.37%
Holding current value
$2.75 Million
Previous $2.86 Billion
2.94%
% of portfolio
0.63%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
492Shares Held
44.7MCall Options Held
500Put Options Held
237-
Bank Of America Corp Charlotte, NC4.62MShares$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$120 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.01MShares$98.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.82MShares$89.2 Million4.57% of portfolio
-
Ubs Group Ag1.61MShares$79 Million0.02% of portfolio