Integrated Wealth Concepts LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,747 shares of DON stock, worth $246,274. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,747
Previous 4,633
2.46%
Holding current value
$246,274
Previous $229,000
3.49%
% of portfolio
0.0%
Previous 0.0%
Shares
17 transactions
Others Institutions Holding DON
# of Institutions
495Shares Held
45.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$252 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.37MShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$105 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$95 Million4.31% of portfolio
-
Ubs Group Ag1.79MShares$92.8 Million0.02% of portfolio