Soltis Investment Advisors LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Soltis Investment Advisors LLC
- $889 Million
- Q1 2024
A detailed history of Soltis Investment Advisors LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 80,160 shares of DON stock, worth $3.7 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
80,160
Previous 80,160
-0.0%
Holding current value
$3.7 Million
Previous $3.91 Million
-0.0%
% of portfolio
0.44%
Previous 0.42%
Shares
18 transactions
Others Institutions Holding DON
# of Institutions
443Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$209 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.6MShares$120 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.9MShares$87.7 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$83.4 Million0.05% of portfolio
-
Creative Planning Overland Park, KS1.61MShares$74.2 Million0.09% of portfolio