Synergy Investment Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Synergy Investment Management, LLC holds 1,000 shares of DON stock, worth $52,140. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,000Holding current value
$52,140% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
468Shares Held
43.1MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$229 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$128 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$126 Million0.06% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.84MShares$95.9 Million4.75% of portfolio
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Ubs Group Ag1.61MShares$84.1 Million0.02% of portfolio