Legacy Wealth Managment, Llc/Id Wisdomtree Tr U.S. Midcap Divi Transaction History
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 355 shares of DON stock, worth $17,398. This represents 0.01% of its overall portfolio holdings.
Number of Shares
355
Previous 355
-0.0%
Holding current value
$17,398
Previous $18,000
5.56%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DON
# of Institutions
492Shares Held
44.7MCall Options Held
500Put Options Held
237-
Bank Of America Corp Charlotte, NC4.62MShares$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$120 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.01MShares$98.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.82MShares$89.2 Million4.57% of portfolio
-
Ubs Group Ag1.61MShares$79 Million0.02% of portfolio