Edge Financial Advisors LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Edge Financial Advisors LLC
- $113 Billion
- Q3 2024
A detailed history of Edge Financial Advisors LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Edge Financial Advisors LLC holds 6,042 shares of DON stock, worth $311,283. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,042
Previous 6,036
0.1%
Holding current value
$311,283
Previous $294 Million
4.95%
% of portfolio
0.27%
Previous 0.26%
Shares
2 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