Warren Averett Asset Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 19,544 shares of DON stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,544
Previous 19,794
1.26%
Holding current value
$1.02 Million
Previous $965,000
5.28%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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