Melone Private Wealth, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Melone Private Wealth, LLC
- $188 Million
- Q3 2024
A detailed history of Melone Private Wealth, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Melone Private Wealth, LLC holds 341,480 shares of DON stock, worth $17.6 Million. This represents 9.27% of its overall portfolio holdings.
Number of Shares
341,480
Previous 332,701
2.64%
Holding current value
$17.6 Million
Previous $15.6 Million
12.2%
% of portfolio
9.27%
Previous 9.22%
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$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$126 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$124 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$95.8 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$83.1 Million0.02% of portfolio