Wealth Plan Partners, LLC Bny Mellon ETF Tr Concentrated Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding BKCI
# of Institutions
22Shares Held
2.47MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.08MShares$54.2 Million0.89% of portfolio
-
Harbor Group, Inc.689KShares$34.6 Million7.42% of portfolio
-
Weil Company, Inc.282KShares$14.2 Million5.32% of portfolio
-
Orion Portfolio Solutions, LLC149KShares$7.46 Million0.08% of portfolio
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Jpmorgan Chase & CO New York, NY67.9KShares$3.41 Million0.0% of portfolio