Portland Financial Advisors Inc Wisdomtree Tr U.S. Midcap Divi Transaction History
Portland Financial Advisors Inc
- $37.2 Billion
- Q4 2024
A detailed history of Portland Financial Advisors Inc transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Portland Financial Advisors Inc holds 5,139 shares of DON stock, worth $269,078. This represents 0.7% of its overall portfolio holdings.
Number of Shares
5,139Holding current value
$269,078% of portfolio
0.7%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
459Shares Held
41.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$229 Million0.02% of portfolio
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Morgan Stanley New York, NY2.46MShares$129 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.41MShares$126 Million0.06% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.86MShares$97.4 Million4.73% of portfolio
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Ubs Group Ag1.61MShares$84.4 Million0.02% of portfolio