Jpl Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Jpl Wealth Management, LLC

  • $204 Billion
  • Q2 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 60,490 shares of DON stock, worth $3.09 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
60,490
Previous 57,179 5.79%
Holding current value
$3.09 Million
Previous $2.79 Billion 1.45%
% of portfolio
1.39%
Previous 1.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$45.6 - $48.78 $150,981 - $161,510
3,311 Added 5.79%
60,490 $2.83 Billion
Q1 2024

May 10, 2024
BUY
$44.21 - $48.77 $574,332 - $633,571
12,991 Added 29.4%
57,179 $2.79 Billion
Q4 2023

Feb 09, 2024
BUY
$38.7 - $46.0 $1.71 Million - $2.03 Million
44,188 New
44,188 $2.02 Billion

Others Institutions Holding DON

# of Institutions
436
Shares Held
41.3M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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