Wealth Plan Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding UMAY
# of Institutions
54Shares Held
1.53MCall Options Held
0Put Options Held
0-
Brookstone Capital Management536KShares$17.3 Million0.32% of portfolio
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Envestnet Asset Management Inc115KShares$3.72 Million0.0% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH95.4KShares$3.08 Million0.34% of portfolio
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Commonwealth Equity Services, LLC89KShares$2.87 Million0.0% of portfolio
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Castle Rock Wealth Management, LLC61.5KShares$1.99 Million0.51% of portfolio