Iag Wealth Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Iag Wealth Partners, LLC
- $544 Million
- Q4 2024
A detailed history of Iag Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 479,156 shares of DON stock, worth $24 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
479,156
Previous 489,788
2.17%
Holding current value
$24 Million
Previous $25 Million
2.48%
% of portfolio
4.49%
Previous 4.68%
Shares
21 transactions
Others Institutions Holding DON
# of Institutions
483Shares Held
43.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$104 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$92.1 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$79.9 Million0.02% of portfolio