Wealth Plan Partners, LLC Vaneck ETF Tr Mtg Reit Income Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding MORT
# of Institutions
81Shares Held
5.21MCall Options Held
4.5KPut Options Held
13.9K-
Lpl Financial LLC Fort Mill, SC898KShares$10.1 Million0.0% of portfolio
-
Gradient Investments LLC604KShares$6.8 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC562KShares$6.32 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.404KShares$4.55 Million0.01% of portfolio
-
Drive Wealth Management, LLC Lehi, UT296KShares$3.33 Million0.81% of portfolio