Defined Financial Planning LLC Wisdomtree U.S. Smallcap Fund Transaction History
Defined Financial Planning LLC
- $93.7 Billion
- Q4 2024
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Defined Financial Planning LLC holds 31,229 shares of EES stock, worth $1.71 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
31,229Holding current value
$1.71 Million% of portfolio
1.8%Shares
1 transactions
Others Institutions Holding EES
# of Institutions
161Shares Held
7.83MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$46.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$42.4 Million0.0% of portfolio
-
Ubs Group Ag729KShares$39.8 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$29.3 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$27.3 Million0.01% of portfolio