Steward Partners Investment Advisory, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 19,511 shares of DON stock, worth $997,012. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,511
Previous 20,509
4.87%
Holding current value
$997,012
Previous $1 Million
8.8%
% of portfolio
0.01%
Previous 0.01%
Shares
29 transactions
Others Institutions Holding DON
# of Institutions
436Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$231 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$96.1 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$95.8 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$84.9 Million0.02% of portfolio