Gsb Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Gsb Wealth Management, LLC
- $387 Million
- Q3 2024
A detailed history of Gsb Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 104,899 shares of DON stock, worth $5.56 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
104,899
Previous 91,053
15.21%
Holding current value
$5.56 Million
Previous $4.26 Million
25.95%
% of portfolio
1.39%
Previous 1.17%
Shares
8 transactions
Others Institutions Holding DON
# of Institutions
448Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$232 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$130 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$128 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$98.6 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$85.5 Million0.02% of portfolio