Summit Wealth Group LLC / CO Wisdomtree Tr U.S. Midcap Divi Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 58,838 shares of DON stock, worth $3.05 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
58,838Holding current value
$3.05 Million% of portfolio
0.74%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
495Shares Held
45.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$252 Million0.02% of portfolio
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Morgan Stanley New York, NY2.37MShares$123 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.02MShares$105 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.83MShares$95 Million4.31% of portfolio
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Ubs Group Ag1.79MShares$92.8 Million0.02% of portfolio