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 $12,252. This represents 0.0% of its overall portfolio holdings.
Number of Shares
250
Previous 250
-0.0%
Holding current value
$12,252
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding DON
# of Institutions
483Shares Held
43.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$221 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$122 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$102 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$90.1 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$78.1 Million0.02% of portfolio