Jpl Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Jpl Wealth Management, LLC
- $349 Billion
- Q4 2024
A detailed history of Jpl Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 83,973 shares of DON stock, worth $4.37 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
83,973
Previous 60,490
38.82%
Holding current value
$4.37 Million
Previous $2.83 Billion
51.29%
% of portfolio
1.23%
Previous 1.39%
Shares
4 transactions
Others Institutions Holding DON
# of Institutions
478Shares Held
43.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$235 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$130 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$108 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$95.7 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$82.9 Million0.02% of portfolio