Capital Advisory Group Advisory Services, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Capital Advisory Group Advisory Services, LLC
- $259 Million
- Q1 2025
A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 17,336 shares of DON stock, worth $801,616. This represents 0.33% of its overall portfolio holdings.
Number of Shares
17,336
Previous 14,709
17.86%
Holding current value
$801,616
Previous $749,000
13.75%
% of portfolio
0.33%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
487Shares Held
43.9MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$208 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$115 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$96.2 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$85 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$73.7 Million0.02% of portfolio