Modern Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Modern Wealth Management, LLC holds 199,255 shares of DON stock, worth $10.6 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
199,255
Holding current value
$10.6 Million
% of portfolio
0.62%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$46.17 - $51.13 $9.2 Million - $10.2 Million
199,255 New
199,255 $10.2 Billion

Others Institutions Holding DON

# of Institutions
448
Shares Held
41M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email