Summit Financial, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Summit Financial, LLC
- $2.83 Billion
- Q4 2024
A detailed history of Summit Financial, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Summit Financial, LLC holds 11,578 shares of DON stock, worth $567,437. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,578
Previous 11,386
1.69%
Holding current value
$567,437
Previous $582,000
1.37%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DON
# of Institutions
483Shares Held
43.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$221 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$122 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$102 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$90.1 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$78.1 Million0.02% of portfolio