Connecticut Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Connecticut Wealth Management, LLC
- $1.88 Billion
- Q1 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 26,589 shares of DON stock, worth $1.24 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
26,589
Previous 37,778
29.62%
Holding current value
$1.24 Million
Previous $1.73 Million
24.91%
% of portfolio
0.07%
Previous 0.1%
Shares
21 transactions
Others Institutions Holding DON
# of Institutions
443Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$211 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.6MShares$121 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.9MShares$88.5 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$84.2 Million0.05% of portfolio
-
Creative Planning Overland Park, KS1.61MShares$74.9 Million0.09% of portfolio