Leo Wealth, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 2024
A detailed history of Leo Wealth, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Leo Wealth, LLC holds 8,466 shares of DON stock, worth $431,850. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,466
Previous 8,683
2.5%
Holding current value
$431,850
Previous $403 Million
7.38%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DON
# of Institutions
449Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$224 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$123 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$94.9 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$82.3 Million0.02% of portfolio