Marion Wealth Management Wisdomtree Tr U.S. Midcap Divi Transaction History
Marion Wealth Management
- $373 Million
- Q3 2024
A detailed history of Marion Wealth Management transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Marion Wealth Management holds 257,151 shares of DON stock, worth $14.2 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
257,151
Previous 247,269
4.0%
Holding current value
$14.2 Million
Previous $11.6 Million
13.7%
% of portfolio
3.53%
Previous 3.4%
Shares
12 transactions
Others Institutions Holding DON
# of Institutions
449Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$242 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$136 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$133 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$103 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$89.2 Million0.02% of portfolio