Cornerstone Planning Group LLC Wisdomtree Tr U.S Total Divide Call Options Transaction History
Cornerstone Planning Group LLC
- $624 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DTD
# of Institutions
221Shares Held
9.56MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.64MShares$136 Million0.01% of portfolio
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Morgan Stanley New York, NY1.11MShares$92.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC799KShares$66.6 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA382KShares$31.8 Million0.01% of portfolio
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626 Financial, LLC309KShares$25.7 Million12.13% of portfolio