Wealth Plan Partners, LLC Bny Mellon ETF Tr Concentrated Transaction History
Wealth Plan Partners, LLC
- $552 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding BKCI
# of Institutions
34Shares Held
2.16MCall Options Held
0Put Options Held
0-
Harbor Group, Inc.874KShares$44.1 Million8.08% of portfolio
-
Weil Company, Inc.157KShares$7.9 Million2.55% of portfolio
-
High Tower Advisors, LLC Chicago, IL141KShares$7.1 Million0.01% of portfolio
-
Pathway Financial Advisors LLC139KShares$7.03 Million1.15% of portfolio
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Orion Portfolio Solutions, LLC124KShares$6.24 Million0.06% of portfolio