Financial Advisory Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Financial Advisory Partners, LLC
- $301 Billion
- Q3 2024
A detailed history of Financial Advisory Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Financial Advisory Partners, LLC holds 30,167 shares of DON stock, worth $1.54 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
30,167
Previous 28,811
4.71%
Holding current value
$1.54 Million
Previous $1.35 Billion
14.47%
% of portfolio
0.51%
Previous 0.5%
Shares
12 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