Meridian Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Meridian Wealth Management, LLC
- $2 Billion
- Q3 2024
A detailed history of Meridian Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 78,212 shares of DON stock, worth $4.03 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
78,212
Previous 70,712
10.61%
Holding current value
$4.03 Million
Previous $3.31 Million
20.9%
% of portfolio
0.2%
Previous 0.4%
Shares
5 transactions
Others Institutions Holding DON
# of Institutions
449Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$226 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$126 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$124 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$95.8 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$83.1 Million0.02% of portfolio