Wealth Plan Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
Shares
6 transactions
Others Institutions Holding PBP
# of Institutions
52Shares Held
2.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY602KShares$13.5 Million0.0% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management204KShares$4.55 Million0.14% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC168KShares$3.76 Million0.92% of portfolio
-
Mount Lucas Management LP Newtown, PA112KShares$2.51 Million0.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC81.6KShares$1.82 Million0.0% of portfolio