Octavia Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Octavia Wealth Advisors, LLC
- $674 Million
- Q1 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 17,938 shares of DON stock, worth $838,960. This represents 0.13% of its overall portfolio holdings.
Number of Shares
17,938
Previous 17,637
1.71%
Holding current value
$838,960
Previous $805,000
8.57%
% of portfolio
0.13%
Previous 0.14%
Shares
14 transactions
Others Institutions Holding DON
# of Institutions
442Shares Held
39.4MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$212 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.6MShares$122 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.9MShares$88.9 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$84.5 Million0.05% of portfolio
-
Creative Planning Overland Park, KS1.61MShares$75.2 Million0.09% of portfolio