New Insight Wealth Advisors Wisdomtree Tr U.S. Midcap Divi Transaction History
New Insight Wealth Advisors
- $160 Billion
- Q1 2024
A detailed history of New Insight Wealth Advisors transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, New Insight Wealth Advisors holds 8,435 shares of DON stock, worth $392,480. This represents 0.26% of its overall portfolio holdings.
Number of Shares
8,435
Previous 7,765
8.63%
Holding current value
$392,480
Previous $355 Million
15.95%
% of portfolio
0.26%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
442Shares 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$88.4 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$84.1 Million0.05% of portfolio
-
Creative Planning Overland Park, KS1.61MShares$74.8 Million0.09% of portfolio