Financial Advisory Service, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Financial Advisory Service, Inc.
- $1.1 Billion
- Q2 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 134,461 shares of DON stock, worth $6.87 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
134,461
Previous 129,754
3.63%
Holding current value
$6.87 Million
Previous $6.33 Million
0.63%
% of portfolio
0.57%
Previous 0.59%
Shares
17 transactions
Others Institutions Holding DON
# of Institutions
436Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$231 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$96.1 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$95.8 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$84.9 Million0.02% of portfolio