Defined Financial Planning LLC Wisdomtree Bloomberg U.S. Doll Transaction History
Defined Financial Planning LLC
- $93.7 Billion
- Q4 2024
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Defined Financial Planning LLC holds 14,444 shares of USDU stock, worth $394,754. This represents 0.43% of its overall portfolio holdings.
Number of Shares
14,444Holding current value
$394,754% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding USDU
# of Institutions
70Shares Held
6.55MCall Options Held
13.5KPut Options Held
1.6K-
3 Edge Asset Management, LP1.68MShares$45.9 Million3.2% of portfolio
-
Gen Wealth Group, Inc.559KShares$15.3 Million3.55% of portfolio
-
Osborne Partners Capital Management, LLC462KShares$12.6 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC434KShares$11.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc283KShares$7.74 Million0.0% of portfolio