Yarger Wealth Strategies, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Yarger Wealth Strategies, LLC
- $134 Million
- Q1 2024
A detailed history of Yarger Wealth Strategies, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 39,604 shares of DON stock, worth $1.84 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
39,604
Previous 39,378
0.57%
Holding current value
$1.84 Million
Previous $1.8 Million
7.34%
% of portfolio
1.45%
Previous 1.59%
Shares
10 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