Wealth Plan Partners, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding XMLV
# of Institutions
202Shares Held
7.26MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY568KShares$34.4 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$31.4 Million0.44% of portfolio
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Cambridge Investment Research Advisors, Inc.462KShares$28 Million0.1% of portfolio
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Lpl Financial LLC Fort Mill, SC397KShares$24 Million0.01% of portfolio
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Brookstone Capital Management356KShares$21.6 Million0.36% of portfolio