Crux Wealth Advisors Wisdomtree Tr U.S. Midcap Divi Transaction History
Crux Wealth Advisors
- $192 Billion
- Q1 2025
A detailed history of Crux Wealth Advisors transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Crux Wealth Advisors holds 4,467 shares of DON stock, worth $218,927. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,467
Previous 4,444
0.52%
Holding current value
$218,927
Previous $227 Million
2.34%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
492Shares Held
44.7MCall Options Held
500Put Options Held
237-
Bank Of America Corp Charlotte, NC4.62MShares$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$120 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.01MShares$98.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.82MShares$89.2 Million4.57% of portfolio
-
Ubs Group Ag1.61MShares$79 Million0.02% of portfolio