Legacy Wealth Managment, Llc/Id Wisdomtree Tr U.S. Midcap Divi Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 355 shares of DON stock, worth $18,389. This represents 0.01% of its overall portfolio holdings.
Number of Shares
355
Previous 355
-0.0%
Holding current value
$18,389
Previous $18,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
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$233 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$129 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$108 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$95.3 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$82.6 Million0.02% of portfolio