Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Patriot Financial Group Insurance Agency, LLC
- $667 Million
- Q2 2024
A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 7,766 shares of DON stock, worth $405,773. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,766
Previous 7,700
0.86%
Holding current value
$405,773
Previous $375,000
3.2%
% of portfolio
0.05%
Previous 0.06%
Shares
29 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