Melone Private Wealth, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Melone Private Wealth, LLC
- $167 Million
- Q1 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 328,531 shares of DON stock, worth $15.3 Million. This represents 9.62% of its overall portfolio holdings.
Number of Shares
328,531
Previous 327,039
0.46%
Holding current value
$15.3 Million
Previous $14.9 Million
7.23%
% of portfolio
9.62%
Previous 9.52%
Shares
10 transactions
Others Institutions Holding DON
# of Institutions
443Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$211 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.6MShares$121 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.9MShares$88.5 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$84.2 Million0.05% of portfolio
-
Creative Planning Overland Park, KS1.61MShares$74.9 Million0.09% of portfolio