First Personal Financial Services Wisdomtree Tr U.S. Midcap Divi Transaction History
First Personal Financial Services
- $472 Million
- Q3 2024
A detailed history of First Personal Financial Services transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, First Personal Financial Services holds 250 shares of DON stock, worth $12,712. This represents 0.0% of its overall portfolio holdings.
Number of Shares
250
Previous 250
-0.0%
Holding current value
$12,712
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding DON
# of Institutions
495Shares 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