Northwest Financial Advisors Wisdomtree Tr U.S. Midcap Divi Transaction History
Northwest Financial Advisors
- $126 Billion
- Q3 2024
A detailed history of Northwest Financial Advisors transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Northwest Financial Advisors holds 805 shares of DON stock, worth $42,206. This represents 0.03% of its overall portfolio holdings.
Number of Shares
805
Previous 1,064
24.34%
Holding current value
$42,206
Previous $49.8 Million
17.29%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DON
# of Institutions
453Shares Held
41.2MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$230 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$129 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$126 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$97.5 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$84.6 Million0.02% of portfolio