Institute For Wealth Management, Llc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Institute For Wealth Management, Llc.
- $737 Million
- Q2 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,272 shares of DON stock, worth $470,554. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,272
Previous 9,562
3.03%
Holding current value
$470,554
Previous $466,000
7.08%
% of portfolio
0.06%
Previous 0.06%
Shares
27 transactions
Others Institutions Holding DON
# of Institutions
436Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$230 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$95.5 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$95.2 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$84.3 Million0.02% of portfolio