Founders Grove Wealth Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Founders Grove Wealth Partners, LLC
- $445 Billion
- Q4 2025
A detailed history of Founders Grove Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Founders Grove Wealth Partners, LLC holds 59,572 shares of DON stock, worth $3.03 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
59,572
Previous 60,004
0.72%
Holding current value
$3.03 Million
Previous $3.14 Billion
2.05%
% of portfolio
0.69%
Previous 0.74%
Shares
5 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