Provenance Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Provenance Wealth Advisors, LLC
- $774 Billion
- Q3 2025
A detailed history of Provenance Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 496 shares of DON stock, worth $25,221. This represents 0.0% of its overall portfolio holdings.
Number of Shares
496
Previous 977
49.23%
Holding current value
$25,221
Previous $48.4 Million
46.38%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DON
# of Institutions
495Shares Held
44.5MCall 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