United Advisor Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
United Advisor Group, LLC
- $305 Million
- Q2 2024
A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, United Advisor Group, LLC holds 110,286 shares of DON stock, worth $5.62 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
110,286
Previous 90,345
22.07%
Holding current value
$5.62 Million
Previous $4.41 Million
17.07%
% of portfolio
1.69%
Previous 1.74%
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
436Shares Held
41.4MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$231 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.45MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.88MShares$95.9 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.87MShares$95.6 Million4.55% of portfolio
-
Ubs Group Ag1.66MShares$84.7 Million0.02% of portfolio