Goldstone Financial Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Goldstone Financial Group, LLC
- $661 Billion
- Q1 2025
A detailed history of Goldstone Financial Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 167,021 shares of DON stock, worth $7.75 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
167,021
Previous 160,340
4.17%
Holding current value
$7.75 Million
Previous $8.17 Billion
1.2%
% of portfolio
1.25%
Previous 1.28%
Shares
9 transactions
Others Institutions Holding DON
# of Institutions
493Shares Held
44MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$209 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$116 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$96.6 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$85.4 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$74 Million0.02% of portfolio