Kingswood Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 48,037 shares of DON stock, worth $2.51 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
48,037Holding current value
$2.51 Million% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
437Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$237 Million0.02% of portfolio
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Morgan Stanley New York, NY2.45MShares$128 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.88MShares$98.3 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.87MShares$98 Million4.55% of portfolio
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Ubs Group Ag1.66MShares$86.8 Million0.02% of portfolio