Avantax Planning Partners, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 235,761 shares of DON stock, worth $12 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
235,761
Previous 274,361
14.07%
Holding current value
$12 Million
Previous $12.8 Million
6.06%
% of portfolio
0.43%
Previous 0.41%
Shares
29 transactions
Others Institutions Holding DON
# of Institutions
449Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$224 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$123 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$94.9 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$82.3 Million0.02% of portfolio