Beacon Pointe Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q4 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 58,158 shares of DON stock, worth $2.79 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
58,158
Previous 56,671
2.62%
Holding current value
$2.79 Million
Previous $2.9 Million
2.31%
% of portfolio
0.03%
Previous 0.03%
Shares
20 transactions
Others Institutions Holding DON
# of Institutions
483Shares Held
43.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$216 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$120 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$99.9 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$88.3 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$76.6 Million0.02% of portfolio