Financial Planning & Information Services, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Financial Planning & Information Services, Inc.
- $655 Million
- Q2 2024
A detailed history of Financial Planning & Information Services, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 977,914 shares of DON stock, worth $51.1 Million. This represents 6.99% of its overall portfolio holdings.
Number of Shares
977,914
Previous 994,655
1.68%
Holding current value
$51.1 Million
Previous $48.5 Million
5.71%
% of portfolio
6.99%
Previous 7.29%
Shares
25 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