Modera Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Modera Wealth Management, LLC
- $6.75 Billion
- Q2 2024
A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Modera Wealth Management, LLC holds 131,982 shares of DON stock, worth $6.9 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
131,982
Previous 132,454
0.36%
Holding current value
$6.9 Million
Previous $6.46 Million
4.44%
% of portfolio
0.09%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding DON
# of Institutions
437Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$237 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$128 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$98.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$98 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$86.8 Million0.02% of portfolio