Element Wealth, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Element Wealth, LLC
- $187 Million
- Q3 2024
A detailed history of Element Wealth, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Element Wealth, LLC holds 1,454 shares of DON stock, worth $74,168. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,454
Previous 1,446
0.55%
Holding current value
$74,168
Previous $67,000
10.45%
% of portfolio
0.04%
Previous 0.04%
Shares
20 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