Wealth Plan Partners, LLC ETF Ser Solutions Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
Shares
1 transactions
Others Institutions Holding PPTY
# of Institutions
22Shares Held
3.76MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN3.29MShares$106 Million1.38% of portfolio
-
Tap Consulting, LLC169KShares$5.47 Million1.15% of portfolio
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Vident Advisory, LLC Alpharetta, GA83.6KShares$2.7 Million0.05% of portfolio
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Morgan Stanley New York, NY64.1KShares$2.07 Million0.0% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA43.2KShares$1.4 Million0.0% of portfolio