Wealth Plan Partners, LLC Wisdomtree Tr Emerging Mkts Qu Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding DGRE
# of Institutions
54Shares Held
3.77MCall Options Held
0Put Options Held
0-
One Capital Management, LLC Westlake Village, CA1.22MShares$29.5 Million1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC532KShares$12.8 Million0.01% of portfolio
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New Edge Wealth, LLC Pittsburgh, PA330KShares$7.96 Million0.15% of portfolio
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Simpli Fi, Inc.197KShares$4.74 Million2.28% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL131KShares$3.16 Million0.0% of portfolio