First Personal Financial Services Wisdomtree Tr U.S. Midcap Divi Transaction History
First Personal Financial Services
- $431 Million
- Q1 2024
A detailed history of First Personal Financial Services transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, First Personal Financial Services holds 645 shares of DON stock, worth $29,915. This represents 0.01% of its overall portfolio holdings.
Number of Shares
645
Previous 849
24.03%
Holding current value
$29,915
Previous $38,000
18.42%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding DON
# of Institutions
443Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$210 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.6MShares$121 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.9MShares$88.1 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$83.8 Million0.05% of portfolio
-
Creative Planning Overland Park, KS1.61MShares$74.6 Million0.09% of portfolio