Clearstead Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
A detailed history of Clearstead Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,357 shares of DON stock, worth $70,238. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,357
Previous 1,355
0.15%
Holding current value
$70,238
Previous $69,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
9 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