Lake Street Advisors Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Lake Street Advisors Group, LLC
- $2.05 Billion
- Q2 2024
A detailed history of Lake Street Advisors Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 19,500 shares of DON stock, worth $989,625. This represents 0.04% of its overall portfolio holdings.
Number of Shares
19,500
Previous 19,500
-0.0%
Holding current value
$989,625
Previous $951,000
4.1%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DON
# of Institutions
436Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$230 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$95.5 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$95.2 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$84.3 Million0.02% of portfolio