Intercontinental Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 29,580 shares of DON stock, worth $1.55 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
29,580
Previous 29,580 -0.0%
Holding current value
$1.55 Million
Previous $1.21 Million 2.56%
% of portfolio
0.3%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Mar 10, 2021
BUY
$27.33 - $30.91 $808,421 - $914,317
29,580 New
29,580 $855,000
Q3 2020

Jan 19, 2021
SELL
$27.33 - $30.91 $808,421 - $914,317
-29,580 Closed
0 $0
Q2 2020

Mar 10, 2021
BUY
$22.29 - $32.04 $659,338 - $947,743
29,580 New
29,580 $838,000
Q2 2020

Jan 19, 2021
SELL
$22.29 - $32.04 $615,204 - $884,304
-27,600 Closed
0 $0
Q1 2020

Mar 10, 2021
BUY
$20.48 - $38.6 $565,248 - $1.07 Million
27,600 New
27,600 $667,000

Others Institutions Holding DON

# of Institutions
459
Shares Held
41.7M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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