Planned Solutions, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Planned Solutions, Inc.
- $237 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
489Shares Held
45.2MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$255 Million0.02% of portfolio
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Morgan Stanley New York, NY2.37MShares$125 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.02MShares$106 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.83MShares$96.2 Million4.31% of portfolio
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Ubs Group Ag1.79MShares$94 Million0.02% of portfolio