Principle Wealth Partners LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Principle Wealth Partners LLC
- $1.35 Billion
- Q4 2024
A detailed history of Principle Wealth Partners LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Principle Wealth Partners LLC holds 24,795 shares of DON stock, worth $1.28 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
24,795
Previous 25,990
4.6%
Holding current value
$1.28 Million
Previous $1.33 Million
4.89%
% of portfolio
0.09%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding DON
# of Institutions
478Shares Held
43.6MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$233 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$129 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$108 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$95.2 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$82.5 Million0.02% of portfolio