Synergy Investment Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Synergy Investment Management, LLC holds 1,000 shares of DON stock, worth $50,150. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,000Holding current value
$50,150% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
483Shares Held
43.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$104 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$92.2 Million4.75% of portfolio
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Ubs Group Ag1.59MShares$79.9 Million0.02% of portfolio