Comprehensive Financial Planning, Inc./Pa Wisdomtree Tr Artificial Intel Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 602 shares of WTAI stock, worth $17,746. This represents 0.01% of its overall portfolio holdings.

Number of Shares
602
Previous 602 -0.0%
Holding current value
$17,746
Previous $14.8 Million 16.29%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$16.58 - $24.56 $16 - $24
1 Added 0.17%
602 $14.8 Million
Q1 2025

May 09, 2025
SELL
$19.0 - $24.32 $9,557 - $12,232
-503 Reduced 45.56%
601 $11.4 Million
Q4 2024

Jan 28, 2025
BUY
$19.51 - $23.42 $21,539 - $25,855
1,104 New
1,104 $24.3 Million

Others Institutions Holding WTAI

# of Institutions
120
Shares Held
4.1M
Call Options Held
11.1K
Put Options Held
0
View Full List

About WISDOMTREE TR ARTIFICIAL INTEL

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