Montag A & Associates Inc Wisdomtree Tr U.S. Midcap Divi Transaction History
Montag A & Associates Inc
- $1.97 Billion
- Q2 2024
A detailed history of Montag A & Associates Inc transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Montag A & Associates Inc holds 21,929 shares of DON stock, worth $1.15 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
21,929
Previous 21,912
0.08%
Holding current value
$1.15 Million
Previous $1.07 Million
4.03%
% of portfolio
0.05%
Previous 0.05%
Shares
15 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