Wealth Plan Partners, LLC Innovator U.S. Equity Power Bu Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding PDEC
# of Institutions
174Shares Held
17.7MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY4.93MShares$00.0% of portfolio
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Strategic Wealth Partners Group LLC Deerfield, IL1.08MShares$00.0% of portfolio
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Penserra Capital Management LLC Orinda, CA1.03MShares$00.85% of portfolio
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Kovitz Investment Group Partners, LLC977KShares$00.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ614KShares$00.0% of portfolio