Kerber Rose Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Kerber Rose Wealth Management, LLC
- $123 Million
- Q2 2022
A detailed history of Kerber Rose Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Kerber Rose Wealth Management, LLC holds 13,067 shares of DON stock, worth $664,456. This represents 0.41% of its overall portfolio holdings.
Number of Shares
13,067Holding current value
$664,456% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
498Shares Held
44.5MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.69MShares$239 Million0.02% of portfolio
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Morgan Stanley New York, NY2.35MShares$119 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.99MShares$101 Million0.03% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.83MShares$93 Million4.23% of portfolio
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Ubs Group Ag1.77MShares$89.8 Million0.02% of portfolio