Edge Financial Advisors LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Edge Financial Advisors LLC
- $112 Billion
- Q4 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 6,079 shares of DON stock, worth $298,843. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,079
Previous 6,042
0.61%
Holding current value
$298,843
Previous $309 Million
0.3%
% of portfolio
0.28%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding DON
# of Institutions
484Shares Held
43.6MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$222 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$122 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$102 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$90.4 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$78.4 Million0.02% of portfolio