Fin Trust Capital Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Fin Trust Capital Advisors, LLC

  • $577 Million
  • Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 3,427 shares of DON stock, worth $177,518. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,427
Previous 2,793 22.7%
Holding current value
$177,518
Previous $130,000 34.62%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$46.17 - $51.13 $29,271 - $32,416
634 Added 22.7%
3,427 $175,000
Q2 2024

Jul 24, 2024
BUY
$45.6 - $48.78 $16,780 - $17,951
368 Added 15.18%
2,793 $130,000
Q1 2024

May 02, 2024
BUY
$44.21 - $48.77 $20,380 - $22,482
461 Added 23.47%
2,425 $118,000
Q4 2023

Feb 13, 2024
BUY
$38.7 - $46.0 $14,860 - $17,664
384 Added 24.3%
1,964 $89,000
Q3 2023

Oct 24, 2023
BUY
$40.51 - $44.22 $64,005 - $69,867
1,580 New
1,580 $64,000

Others Institutions Holding DON

# of Institutions
478
Shares Held
43.7M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
Track This Portfolio

Track Fin Trust Capital Advisors, LLC Portfolio

Follow Fin Trust Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Trust Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fin Trust Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email