Holistic Planning, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Holistic Planning, LLC holds 5,712 shares of DON stock, worth $292,340. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,712
Previous 5,712
-0.0%
Holding current value
$292,340
Previous $279 Million
-0.0%
% of portfolio
0.21%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
437Shares Held
41.4MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$232 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$126 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$96.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$96 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$85 Million0.02% of portfolio