Soa Wealth Advisors, Llc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Soa Wealth Advisors, Llc.
- $897 Million
- Q2 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 754 shares of DON stock, worth $39,117. This represents 0.0% of its overall portfolio holdings.
Number of Shares
754
Previous 749
0.67%
Holding current value
$39,117
Previous $36,000
2.78%
% of portfolio
0.0%
Previous 0.0%
Shares
19 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