Capital A Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 2025
A detailed history of Capital A Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 517 shares of DON stock, worth $26,821. This represents 0.26% of its overall portfolio holdings.
Number of Shares
517
Previous 20
2485.0%
Holding current value
$26,821
Previous $990,000
2286.06%
% of portfolio
0.26%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DON
# of Institutions
502Shares Held
45.2MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$252 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.37MShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$105 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$95 Million4.31% of portfolio
-
Ubs Group Ag1.79MShares$92.8 Million0.02% of portfolio