First Personal Financial Services Wisdomtree Tr U.S. Midcap Divi Transaction History
First Personal Financial Services
- $441 Million
- Q2 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 $12,855. This represents 0.0% of its overall portfolio holdings.
Number of Shares
250
Previous 645
61.24%
Holding current value
$12,855
Previous $31,000
64.52%
% of portfolio
0.0%
Previous 0.01%
Shares
14 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