Collaborative Wealth Managment Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 20,950 shares of DON stock, worth $1.08 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
20,950
Previous 21,111
0.76%
Holding current value
$1.08 Million
Previous $987,000
8.51%
% of portfolio
0.5%
Previous 0.49%
Shares
12 transactions
Others Institutions Holding DON
# of Institutions
449Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$126 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$124 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$95.8 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$83.1 Million0.02% of portfolio