Brady Martz Wealth Solutions, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Brady Martz Wealth Solutions, LLC
- $551 Billion
- Q3 2025
A detailed history of Brady Martz Wealth Solutions, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 55,089 shares of DON stock, worth $2.8 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
55,089
Previous 54,885
0.37%
Holding current value
$2.8 Million
Previous $2.75 Billion
4.74%
% of portfolio
0.52%
Previous 0.53%
Shares
4 transactions
Others Institutions Holding DON
# of Institutions
497Shares Held
44.5MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.69MShares$239 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.35MShares$119 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.99MShares$101 Million0.03% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$93 Million4.23% of portfolio
-
Ubs Group Ag1.77MShares$89.8 Million0.02% of portfolio