Wealth Plan Partners, LLC Simplify Exchange Traded Fds E Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
A detailed history of Wealth Plan Partners, LLC transactions in Simplify Exchange Traded Fds E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 167,527 shares of HIGH stock, worth $0. This represents 0.53% of its overall portfolio holdings.
Number of Shares
167,527
Previous 382,193
56.17%
Holding current value
$0
Previous $9.29 Billion
57.71%
% of portfolio
0.53%
Previous 1.0%
Shares
3 transactions
Others Institutions Holding HIGH
# of Institutions
84Shares Held
8.49MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC1.09MShares$00.0% of portfolio
-
Ubs Group Ag751KShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA695KShares$00.0% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE542KShares$00.0% of portfolio
-
Envestnet Asset Management Inc542KShares$00.0% of portfolio