Independent Advisor Alliance Wisdomtree Tr U.S. Midcap Divi Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Independent Advisor Alliance holds 61,641 shares of DON stock, worth $3.18 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
61,641Holding current value
$3.18 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
468Shares Held
43.4MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$226 Million0.02% of portfolio
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Morgan Stanley New York, NY2.46MShares$127 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.08MShares$107 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.84MShares$95 Million4.75% of portfolio
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Ubs Group Ag1.61MShares$83.3 Million0.02% of portfolio