Essential Planning, Llc. Wisdomtree U.S. Smallcap Fund Call Options Transaction History
Essential Planning, Llc.
- $15 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|---|---|---|---|---|
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding EES
# of Institutions
165Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$41.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$38.1 Million0.0% of portfolio
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Ubs Group Ag729KShares$35.8 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN499KShares$24.5 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC396KShares$19.4 Million0.01% of portfolio