Ever Source Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,810 shares of DON stock, worth $94,572. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,810
Previous 1,810
-0.0%
Holding current value
$94,572
Previous $88,000
4.55%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DON
# of Institutions
437Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$237 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$128 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$98.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$98 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$86.8 Million0.02% of portfolio