Independent Wealth Network Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Independent Wealth Network Inc.
- $208 Million
- Q2 2024
A detailed history of Independent Wealth Network Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Independent Wealth Network Inc. holds 5,380 shares of DON stock, worth $274,918. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,380
Previous 10,076
46.61%
Holding current value
$274,918
Previous $491,000
48.88%
% of portfolio
0.12%
Previous 0.24%
Shares
7 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