Calton & Associates, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Calton & Associates, Inc.
- $250 Million
- Q3 2024
A detailed history of Calton & Associates, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Calton & Associates, Inc. holds 5,430 shares of DON stock, worth $283,717. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,430
Previous 20,234
73.16%
Holding current value
$283,717
Previous $1.03 Million
73.21%
% of portfolio
0.11%
Previous 0.17%
Shares
25 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