Founders Grove Wealth Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Founders Grove Wealth Partners, LLC
- $345 Billion
- Q4 2024
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 62,740 shares of DON stock, worth $3.24 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
62,740Holding current value
$3.24 Million% of portfolio
0.93%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
456Shares Held
41.2MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$227 Million0.02% of portfolio
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Morgan Stanley New York, NY2.46MShares$127 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.41MShares$125 Million0.06% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.86MShares$96.2 Million4.73% of portfolio
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Ubs Group Ag1.61MShares$83.4 Million0.02% of portfolio