Defined Financial Planning LLC Wisdomtree Tr Us Multifactor F Transaction History
Defined Financial Planning LLC
- $93.7 Billion
- Q4 2024
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Defined Financial Planning LLC holds 82,567 shares of USMF stock, worth $4.26 Million. This represents 4.38% of its overall portfolio holdings.
Number of Shares
82,567Holding current value
$4.26 Million% of portfolio
4.38%Shares
1 transactions
Others Institutions Holding USMF
# of Institutions
70Shares Held
8.75MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.34MShares$121 Million0.53% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.29MShares$66.5 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$61.5 Million11.04% of portfolio
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Great Valley Advisor Group, Inc.464KShares$24 Million0.59% of portfolio
-
Team Financial Group, LLC Temecula, CA379KShares$19.6 Million10.8% of portfolio