Sweet Financial Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Sweet Financial Partners, LLC
- $424 Million
- Q2 2024
A detailed history of Sweet Financial Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 30,761 shares of DON stock, worth $1.57 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
30,761
Previous 32,187
4.43%
Holding current value
$1.57 Million
Previous $1.57 Million
8.35%
% of portfolio
0.34%
Previous 0.37%
Shares
11 transactions
Others Institutions Holding DON
# of Institutions
436Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$231 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$96.1 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$95.8 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$84.9 Million0.02% of portfolio