Wealth Plan Investment Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 9,802 shares of XSOE stock, worth $304,254. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,802
Previous 9,320
5.17%
Holding current value
$304,254
Previous $285,000
13.33%
% of portfolio
0.03%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding XSOE
# of Institutions
248Shares Held
43.4MCall Options Held
0Put Options Held
0-
Harel Insurance Investments & Financial Services Ltd.3.8MShares$118 Million2.16% of portfolio
-
Morgan Stanley New York, NY3.37MShares$105 Million0.01% of portfolio
-
Flow Traders U.S. LLC New York, NY2.43MShares$75.4 Million4.07% of portfolio
-
Jane Street Group, LLC New York, NY2.06MShares$64 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.03MShares$63 Million0.01% of portfolio