Leo Wealth, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 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 $438,538. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,466
Previous 8,466
-0.0%
Holding current value
$438,538
Previous $433 Million
0.31%
% of portfolio
0.04%
Previous 0.04%
Shares
4 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