Defined Financial Planning LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Defined Financial Planning LLC
- $93.7 Billion
- Q4 2024
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Defined Financial Planning LLC holds 50,997 shares of DON stock, worth $2.64 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
50,997Holding current value
$2.64 Million% of portfolio
2.78%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
478Shares Held
43.6MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$233 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$129 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$108 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.84MShares$95.2 Million4.75% of portfolio
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Ubs Group Ag1.59MShares$82.5 Million0.02% of portfolio