Defined Financial Planning LLC Wisdomtree Tr Emerging Mkts Ex Transaction History
Defined Financial Planning LLC
- $113 Billion
- Q2 2025
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Defined Financial Planning LLC holds 143,252 shares of XSOE stock, worth $5.5 Million. This represents 4.42% of its overall portfolio holdings.
Number of Shares
143,252
Previous 134,948
6.15%
Holding current value
$5.5 Million
Previous $4.18 Billion
19.12%
% of portfolio
4.42%
Previous 4.23%
Shares
3 transactions
Others Institutions Holding XSOE
# of Institutions
249Shares Held
35.4MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS3.35MShares$129 Million1.38% of portfolio
-
Morgan Stanley New York, NY2.79MShares$107 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$80.6 Million0.01% of portfolio
-
Valmark Advisers, Inc.1.64MShares$62.9 Million0.8% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.53MShares$58.7 Million0.02% of portfolio