Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Patriot Financial Group Insurance Agency, LLC
- $720 Million
- Q3 2024
A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 6,443 shares of DON stock, worth $328,786. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,443
Previous 7,766
17.04%
Holding current value
$328,786
Previous $363,000
9.37%
% of portfolio
0.05%
Previous 0.05%
Shares
30 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