Consolidated Planning Corp Wisdomtree Tr U.S. Midcap Divi Transaction History
Consolidated Planning Corp
- $656 Million
- Q4 2024
A detailed history of Consolidated Planning Corp transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Consolidated Planning Corp holds 15,510 shares of DON stock, worth $744,790. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,510
Previous 16,260
4.61%
Holding current value
$744,790
Previous $831,000
4.93%
% of portfolio
0.12%
Previous 0.14%
Shares
7 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