Cornerstone Planning Group LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Cornerstone Planning Group LLC
- $624 Billion
- Q3 2025
A detailed history of Cornerstone Planning Group LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 2,620 shares of DON stock, worth $133,227. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,620
Previous 71
3590.14%
Holding current value
$133,227
Previous $3.6 Million
5976.24%
% of portfolio
0.04%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
498Shares 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