Mallini Complete Financial Planning LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Mallini Complete Financial Planning LLC
- $123 Billion
- Q3 2025
A detailed history of Mallini Complete Financial Planning LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Mallini Complete Financial Planning LLC holds 3,915 shares of DON stock, worth $203,110. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,915Holding current value
$203,110% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
501Shares Held
45.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$252 Million0.02% of portfolio
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Morgan Stanley New York, NY2.37MShares$123 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.02MShares$105 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.83MShares$95 Million4.31% of portfolio
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Ubs Group Ag1.79MShares$92.8 Million0.02% of portfolio