Iht Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Iht Wealth Management, LLC
- $2.62 Billion
- Q2 2024
A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Iht Wealth Management, LLC holds 21,588 shares of DON stock, worth $1.1 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
21,588
Previous 21,501
0.4%
Holding current value
$1.1 Million
Previous $1.05 Million
3.72%
% of portfolio
0.04%
Previous 0.04%
Shares
26 transactions
Others Institutions Holding DON
# of Institutions
436Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$231 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$96.1 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$95.8 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$84.9 Million0.02% of portfolio