Defined Financial Planning LLC Wisdomtree Tr Us Multifactor F Transaction History
Defined Financial Planning LLC
- $98.7 Billion
- Q1 2025
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Defined Financial Planning LLC holds 85,689 shares of USMF stock, worth $4.18 Million. This represents 4.33% of its overall portfolio holdings.
Number of Shares
85,689
Previous 82,567
3.78%
Holding current value
$4.18 Million
Previous $4.1 Billion
4.12%
% of portfolio
4.33%
Previous 4.38%
Shares
2 transactions
Others Institutions Holding USMF
# of Institutions
70Shares Held
8.79MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.34MShares$114 Million0.53% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.29MShares$62.8 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$58.1 Million11.04% of portfolio
-
Great Valley Advisor Group, Inc.458KShares$22.3 Million0.56% of portfolio
-
Team Financial Group, LLC Temecula, CA376KShares$18.3 Million10.76% of portfolio