Rockport Wealth LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Rockport Wealth LLC
- $375 Billion
- Q3 2024
A detailed history of Rockport Wealth LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Rockport Wealth LLC holds 17,304 shares of DON stock, worth $891,502. This represents 0.24% of its overall portfolio holdings.
Number of Shares
17,304
Previous 18,285
5.37%
Holding current value
$891,502
Previous $855 Million
3.46%
% of portfolio
0.24%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding DON
# of Institutions
449Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$126 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$124 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$95.8 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$83.1 Million0.02% of portfolio