Wr Wealth Planners, LLC Wisdomtree Yield Enhanced U.S. Put Options Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding AGGY
# of Institutions
155Shares Held
19.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.07MShares$178 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$50.9 Million0.02% of portfolio
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Cwm, LLC1.13MShares$49.6 Million0.22% of portfolio
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Envestnet Asset Management Inc1.09MShares$47.5 Million0.02% of portfolio
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Ubs Group Ag907KShares$39.7 Million0.01% of portfolio