Retirement Planning CO Of New England, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Retirement Planning CO Of New England, Inc.

$197 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$42.12 - $45.3 $182,505 - $196,284	-4,333 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$41.76 - $45.13 $180,946 - $195,548	4,333 New	4,333 $192,000

Others Institutions Holding DON

# of Institutions

449

Shares Held

41M

Call Options Held

500

Put Options Held

Bank Of America Corp Charlotte, NC

4.38M
Shares

$224 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.46M
Shares

$125 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.41M
Shares

$123 Million
0.06% of portfolio
Linscomb & Williams, Inc. Houston, TX

1.86M
Shares

$94.9 Million
4.73% of portfolio
Ubs Group Ag

1.61M
Shares

$82.3 Million
0.02% of portfolio

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning CO Of New England, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning CO Of New England, Inc. with notifications on news.

Account