Robinson Smith Wealth Advisors LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Robinson Smith Wealth Advisors LLC
- $118 Billion
- Q3 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 8,161 shares of DON stock, worth $429,186. This represents 0.35% of its overall portfolio holdings.
Number of Shares
8,161
Previous 8,161
-0.0%
Holding current value
$429,186
Previous $382 Million
9.32%
% of portfolio
0.35%
Previous 0.34%
Shares
1 transactions
Others Institutions Holding DON
# of Institutions
452Shares Held
41.1MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$230 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$129 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$127 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$97.8 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$84.8 Million0.02% of portfolio