Capital Directions Investment Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 9,000 shares of DON stock, worth $465,840. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,000
Previous 0
Infinity%
Holding current value
$465,840
Previous $339,000
9.14%
% of portfolio
0.14%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding DON
# of Institutions
478Shares Held
43.6MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$233 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$129 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$108 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$95.2 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$82.5 Million0.02% of portfolio