Ica Group Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Ica Group Wealth Management, LLC
- $493 Million
- Q1 2024
A detailed history of Ica Group Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 2,912 shares of DON stock, worth $135,058. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,912
Previous 2,778
4.82%
Holding current value
$135,058
Previous $126,000
12.7%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DON
# of Institutions
443Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$210 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.6MShares$121 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.9MShares$88.1 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$83.8 Million0.05% of portfolio
-
Creative Planning Overland Park, KS1.61MShares$74.6 Million0.09% of portfolio