Life Planning Partners, Inc Wisdomtree U.S. Midcap Fund Transaction History
Life Planning Partners, Inc
- $99.6 Million
- Q1 2024
Shares
1 transactions
Others Institutions Holding EZM
# of Institutions
159Shares Held
7.89MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.09MShares$62.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC598KShares$34.1 Million0.0% of portfolio
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Truist Financial Corp523KShares$29.8 Million0.05% of portfolio
-
Davenport & CO LLC472KShares$26.9 Million0.18% of portfolio
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Morgan Stanley New York, NY454KShares$25.9 Million0.0% of portfolio