Envision Financial LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Envision Financial LLC
- $125 Billion
- Q4 2024
A detailed history of Envision Financial LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Envision Financial LLC holds 41,520 shares of DON stock, worth $2.15 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
41,520Holding current value
$2.15 Million% of portfolio
1.7%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
455Shares Held
41.1MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$227 Million0.02% of portfolio
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Morgan Stanley New York, NY2.46MShares$127 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.41MShares$125 Million0.06% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.86MShares$96.2 Million4.73% of portfolio
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Ubs Group Ag1.61MShares$83.4 Million0.02% of portfolio