Kozak & Associates, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Kozak & Associates, Inc.
- $524 Million
- Q3 2025
A detailed history of Kozak & Associates, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Kozak & Associates, Inc. holds 25 shares of DON stock, worth $1,271. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25Holding current value
$1,271% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
498Shares 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
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Linscomb & Williams, Inc. Houston, TX1.83MShares$93 Million4.23% of portfolio
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Ubs Group Ag1.77MShares$89.8 Million0.02% of portfolio