Wealth Plan Partners, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
Shares
5 transactions
Others Institutions Holding DJUN
# of Institutions
66Shares Held
1.44MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC136KShares$5.63 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ100KShares$4.14 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL85.6KShares$3.54 Million0.01% of portfolio
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Commonwealth Equity Services, LLC81.7KShares$3.38 Million0.01% of portfolio
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Harbour Investments, Inc. Madison, WI74.3KShares$3.07 Million0.12% of portfolio