Mallini Complete Financial Planning LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Mallini Complete Financial Planning LLC
- $124 Billion
- Q4 2025
A detailed history of Mallini Complete Financial Planning LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Mallini Complete Financial Planning LLC holds 3,915 shares of DON stock, worth $199,077. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,915
Previous 3,915
-0.0%
Holding current value
$199,077
Previous $205 Million
1.34%
% of portfolio
0.16%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding DON
# of Institutions
495Shares Held
44.3MCall 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
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$93 Million4.23% of portfolio
-
Ubs Group Ag1.77MShares$89.8 Million0.02% of portfolio