Consolidated Planning Corp Wisdomtree Tr U.S. Midcap Divi Transaction History
Consolidated Planning Corp
- $605 Million
- Q3 2024
A detailed history of Consolidated Planning Corp transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Consolidated Planning Corp holds 16,260 shares of DON stock, worth $829,747. This represents 0.14% of its overall portfolio holdings.
Number of Shares
16,260
Previous 17,206
5.5%
Holding current value
$829,747
Previous $804,000
3.36%
% of portfolio
0.14%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding DON
# of Institutions
449Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$224 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$123 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$94.9 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$82.3 Million0.02% of portfolio