Financial Advisory Service, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Financial Advisory Service, Inc.
- $1.11 Billion
- Q4 2024
A detailed history of Financial Advisory Service, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 128,786 shares of DON stock, worth $6.67 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
128,786
Previous 133,974
3.87%
Holding current value
$6.67 Million
Previous $6.85 Million
4.18%
% of portfolio
0.59%
Previous 0.58%
Shares
19 transactions
Others Institutions Holding DON
# of Institutions
478Shares Held
43.6MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$233 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$129 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$108 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$95.2 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$82.5 Million0.02% of portfolio