Cascade Financial Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 93,488 shares of DON stock, worth $4.6 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
93,488
Previous 92,588
0.97%
Holding current value
$4.6 Million
Previous $4.75 Billion
0.3%
% of portfolio
0.62%
Previous 0.6%
Shares
4 transactions
Others Institutions Holding DON
# of Institutions
485Shares Held
43.6MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$222 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$122 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$102 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$90.4 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$78.4 Million0.02% of portfolio