Precedent Wealth Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 267,655 shares of DON stock, worth $12.4 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
267,655
Previous 247,317
8.22%
Holding current value
$12.4 Million
Previous $12.6 Billion
5.14%
% of portfolio
3.68%
Previous 4.11%
Shares
6 transactions
Others Institutions Holding DON
# of Institutions
487Shares Held
43.9MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$208 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$115 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$96.2 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$85 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$73.7 Million0.02% of portfolio