Kiely Wealth Advisory Group, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Kiely Wealth Advisory Group, Inc.
- $155 Billion
- Q4 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 29,296 shares of DON stock, worth $1.52 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
29,296
Previous 6,934
322.5%
Holding current value
$1.52 Million
Previous $373 Million
305.26%
% of portfolio
0.97%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
478Shares Held
43.6MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$233 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$129 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$108 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$95.2 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$82.5 Million0.02% of portfolio