Wealthcare Advisory Partners LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Wealthcare Advisory Partners LLC
- $3 Billion
- Q1 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 85,395 shares of DON stock, worth $3.97 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
85,395
Previous 69,605
22.69%
Holding current value
$3.97 Million
Previous $3.18 Million
30.94%
% of portfolio
0.14%
Previous 0.13%
Shares
27 transactions
Others Institutions Holding DON
# of Institutions
442Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$211 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.6MShares$121 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.9MShares$88.4 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$84.1 Million0.05% of portfolio
-
Creative Planning Overland Park, KS1.61MShares$74.8 Million0.09% of portfolio