Trajan Wealth LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Trajan Wealth LLC
- $1.56 Trillion
- Q2 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 436,950 shares of DON stock, worth $22.3 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
436,950
Previous 446,561
2.15%
Holding current value
$22.3 Million
Previous $21.8 Billion
6.17%
% of portfolio
1.31%
Previous 1.47%
Shares
2 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