Strategic Financial Concepts, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Strategic Financial Concepts, LLC
- $415 Billion
- Q1 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 7,451 shares of DON stock, worth $348,408. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,451Holding current value
$348,408% of portfolio
0.09%Shares
3 transactions
Others Institutions Holding DON
# of Institutions
443Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$212 Million0.02% of portfolio
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Morgan Stanley New York, NY2.6MShares$122 Million0.01% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.9MShares$88.9 Million4.77% of portfolio
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Lpl Financial LLC Fort Mill, SC1.81MShares$84.5 Million0.05% of portfolio
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Creative Planning Overland Park, KS1.61MShares$75.2 Million0.09% of portfolio