Wealth Plan Partners, LLC Innovator ETF Tr Us Equity Acc Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding XBAP
# of Institutions
46Shares Held
1.93MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL424KShares$14.4 Million0.03% of portfolio
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Crosspoint Financial, LLC Tustin, CA359KShares$12.2 Million41.21% of portfolio
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First Commonwealth Financial Corp Indiana, PA323KShares$11 Million2.7% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ80.9KShares$2.75 Million0.01% of portfolio
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Andina Capital Management, LLC Lehi, UT72.5KShares$2.47 Million1.84% of portfolio