Denver Wealth Management, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Denver Wealth Management, Inc.
- $200 Million
- Q3 2024
A detailed history of Denver Wealth Management, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 19,849 shares of DON stock, worth $1.02 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
19,849
Previous 21,038
5.65%
Holding current value
$1.02 Million
Previous $983,000
3.15%
% of portfolio
0.51%
Previous 0.53%
Shares
8 transactions
Others Institutions Holding DON
# of Institutions
437Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$233 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$126 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$96.7 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.87MShares$96.4 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$85.4 Million0.02% of portfolio