Essential Planning, Llc. Wisdomtree U.S. Largecap Fund Put Options Transaction History
Essential Planning, Llc.
- $269 Billion
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding EPS
# of Institutions
159Shares Held
13.9MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.25MShares$154 Million1.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.28MShares$87.2 Million0.03% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$86.7 Million14.73% of portfolio
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Private Advisor Group, LLC1.06MShares$72.2 Million0.39% of portfolio
-
Morgan Stanley New York, NY934KShares$63.8 Million0.0% of portfolio