Fortune Financial Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Fortune Financial Advisors, LLC
- $163 Billion
- Q2 2024
A detailed history of Fortune Financial Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 12,133 shares of DON stock, worth $633,949. This represents 0.35% of its overall portfolio holdings.
Number of Shares
12,133
Previous 10,439
16.23%
Holding current value
$633,949
Previous $509 Million
11.46%
% of portfolio
0.35%
Previous 0.32%
Shares
5 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