Wr Wealth Planners, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding AGGY
# of Institutions
173Shares Held
20.5MCall Options Held
900Put Options Held
9.3K-
Bank Of America Corp Charlotte, NC2.87MShares$124 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.31MShares$56.4 Million0.02% of portfolio
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Cwm, LLC1.18MShares$50.9 Million0.21% of portfolio
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Envestnet Asset Management Inc1.1MShares$47.3 Million0.02% of portfolio
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Mercer Global Advisors Inc Denver, CO1.09MShares$47.1 Million0.12% of portfolio