Defined Financial Planning LLC Wisdomtree U.S. High Yield Cor Transaction History
Defined Financial Planning LLC
- $93.7 Billion
- Q4 2024
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree U.S. High Yield Cor stock. As of the latest transaction made, Defined Financial Planning LLC holds 32,044 shares of WFHY stock, worth $1.47 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
32,044Holding current value
$1.47 Million% of portfolio
1.54%Shares
1 transactions
Others Institutions Holding WFHY
# of Institutions
64Shares Held
4.12MCall Options Held
0Put Options Held
0-
Cwm, LLC1.61MShares$74 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC655KShares$30.1 Million0.0% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL187KShares$8.59 Million3.54% of portfolio
-
Cetera Investment Advisers Schaumburg, IL170KShares$7.81 Million0.02% of portfolio
-
Leo Wealth, LLC Hurst, TX169KShares$7.76 Million0.68% of portfolio