Defined Financial Planning LLC Wisdomtree Tr U.S. Midcap Divi Call Options Transaction History
Defined Financial Planning LLC
- $113 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DON
# of Institutions
483Shares Held
45.4MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$246 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.02MShares$102 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.83MShares$92.9 Million4.31% of portfolio
-
Ubs Group Ag1.79MShares$90.7 Million0.02% of portfolio