Summit Financial, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Summit Financial, LLC
- $2.18 Billion
- Q2 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 9,242 shares of DON stock, worth $482,894. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,242
Previous 9,242
-0.0%
Holding current value
$482,894
Previous $450,000
4.0%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DON
# of Institutions
437Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$237 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$128 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$98.3 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$98 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$86.8 Million0.02% of portfolio