Kovitz Investment Group Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Kovitz Investment Group Partners, LLC
- $28.6 Billion
- Q4 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 5,739 shares of DON stock, worth $293,951. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,739
Previous 5,739
-0.0%
Holding current value
$293,951
Previous $292,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DON
# of Institutions
478Shares Held
43.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$231 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$128 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$107 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$94.2 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$81.7 Million0.02% of portfolio