Capital Advisors Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Capital Advisors Wealth Management, LLC
- $538 Million
- Q3 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 5,322 shares of DON stock, worth $278,074. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,322
Previous 5,075
4.87%
Holding current value
$278,074
Previous $237,000
14.77%
% of portfolio
0.05%
Previous 0.05%
Shares
15 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