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 $332,551. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,042
Previous 6,036
0.1%
Holding current value
$332,551
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$241 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$135 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$133 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$102 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$88.8 Million0.02% of portfolio