Hb Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Hb Wealth Management, LLC
- $9.29 Billion
- Q3 2024
A detailed history of Hb Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Hb Wealth Management, LLC holds 10,916 shares of DON stock, worth $570,251. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,916
Previous 10,916
-0.0%
Holding current value
$570,251
Previous $510,000
9.41%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
439Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$236 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$97.9 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$86.8 Million0.02% of portfolio