Planning Capital Management Corp Wisdomtree Tr U.S. Midcap Divi Transaction History
Planning Capital Management Corp
- $151 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding DON
# of Institutions
478Shares Held
43.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$233 Million0.02% of portfolio
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Morgan Stanley New York, NY2.49MShares$129 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.08MShares$108 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.84MShares$95.3 Million4.75% of portfolio
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Ubs Group Ag1.59MShares$82.6 Million0.02% of portfolio