Founders Grove Wealth Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Founders Grove Wealth Partners, LLC
- $359 Billion
- Q1 2025
A detailed history of Founders Grove Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Founders Grove Wealth Partners, LLC holds 62,115 shares of DON stock, worth $2.93 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
62,115
Previous 62,740
1.0%
Holding current value
$2.93 Million
Previous $3.2 Billion
3.81%
% of portfolio
0.86%
Previous 0.93%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
489Shares Held
43.6MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$213 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$117 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.01MShares$94.6 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$86.7 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$75.2 Million0.02% of portfolio