Retirement Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Retirement Group, LLC holds 1,859 shares of DON stock, worth $102,319. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,859
Previous 1,850
0.49%
Holding current value
$102,319
Previous $84,000
7.14%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding DON
# of Institutions
448Shares Held
40.9MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$241 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$135 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$133 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$102 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$88.8 Million0.02% of portfolio