Modern Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Modern Wealth Management, LLC holds 199,255 shares of DON stock, worth $10.3 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
199,255Holding current value
$10.3 Million% of portfolio
0.62%Shares
1 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
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Morgan Stanley New York, NY2.46MShares$126 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.41MShares$124 Million0.06% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.86MShares$95.8 Million4.73% of portfolio
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Ubs Group Ag1.61MShares$83.1 Million0.02% of portfolio