Plante Moran Financial Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Plante Moran Financial Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Plante Moran Financial Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 164 shares of DON stock, worth $8,488. This represents 0.0% of its overall portfolio holdings.
Number of Shares
164
Previous 164
-0.0%
Holding current value
$8,488
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
23 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$95.2 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$82.5 Million0.02% of portfolio