Wealth Plan Partners, LLC First Tr Exchange Traded Fd Vi Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding ROBT
# of Institutions
147Shares Held
6.11MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC762KShares$31.3 Million0.02% of portfolio
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Raymond James & Associates St Petersburg, FL308KShares$12.6 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC297KShares$12.2 Million0.0% of portfolio
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Morgan Stanley New York, NY289KShares$11.9 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA285KShares$11.7 Million0.0% of portfolio