Provenance Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Provenance Wealth Advisors, LLC
- $695 Billion
- Q1 2025
A detailed history of Provenance Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 977 shares of DON stock, worth $50,686. This represents 0.01% of its overall portfolio holdings.
Number of Shares
977
Previous 977
-0.0%
Holding current value
$50,686
Previous $49.8 Million
2.85%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
495Shares Held
45.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$252 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.37MShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$105 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$95 Million4.31% of portfolio
-
Ubs Group Ag1.79MShares$92.8 Million0.02% of portfolio