Wealth Plan Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
377Shares Held
116MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$561 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$455 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$329 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$179 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$170 Million0.04% of portfolio