Trajan Wealth LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Trajan Wealth LLC
- $1.7 Trillion
- Q3 2024
A detailed history of Trajan Wealth LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Trajan Wealth LLC holds 440,000 shares of DON stock, worth $22.7 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
440,000
Previous 436,950
0.7%
Holding current value
$22.7 Million
Previous $20.4 Billion
10.09%
% of portfolio
1.33%
Previous 1.31%
Shares
3 transactions
Others Institutions Holding DON
# of Institutions
449Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$126 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$124 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$95.8 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$83.1 Million0.02% of portfolio