Strategic Financial Concepts, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 6,632 shares of DON stock, worth $338,430. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,632
Previous 329,363
97.99%
Holding current value
$338,430
Previous $20.7 Million
1538.46%
% of portfolio
0.11%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DON
# of Institutions
449Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$224 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$123 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$94.9 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$82.3 Million0.02% of portfolio