Wealth Plan Partners, LLC First Tr Multi Cap Growth Alph Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
Shares
5 transactions
Others Institutions Holding FAD
# of Institutions
60Shares Held
910KCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL133KShares$17.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY97.1KShares$12.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC82.6KShares$11 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC77.7KShares$10.3 Million0.02% of portfolio
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Goldman Sachs Group Inc New York, NY54.9KShares$7.3 Million0.0% of portfolio