Warren Averett Asset Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 19,344 shares of DON stock, worth $996,602. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,344
Previous 19,544 1.02%
Holding current value
$996,602
Previous $914,000 8.21%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$46.17 - $51.13 $9,234 - $10,226
-200 Reduced 1.02%
19,344 $989,000
Q2 2024

Aug 14, 2024
SELL
$45.6 - $48.78 $11,400 - $12,195
-250 Reduced 1.26%
19,544 $914,000
Q1 2024

May 15, 2024
BUY
$44.21 - $48.77 $875,092 - $965,353
19,794 New
19,794 $965,000

Others Institutions Holding DON

# of Institutions
449
Shares Held
41M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email