Center For Financial Planning, Inc. Wisdomtree Tr U.S Total Divide Transaction History
Center For Financial Planning, Inc.
- $736 Million
- Q3 2024
A detailed history of Center For Financial Planning, Inc. transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 982 shares of DTD stock, worth $75,761. This represents 0.01% of its overall portfolio holdings.
Number of Shares
982
Previous 982
-0.0%
Holding current value
$75,761
Previous $69,000
8.7%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DTD
# of Institutions
195Shares Held
8.57MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.02MShares$156 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.19MShares$91.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC658KShares$50.7 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA359KShares$27.7 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL329KShares$25.4 Million0.06% of portfolio