Wealth Plan Partners, LLC Innovator Etfs Tr Uncapped Acc Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding XUSP
# of Institutions
22Shares Held
510KCall Options Held
0Put Options Held
0-
Authentikos Wealth Advisory, LLC Morgan Hill, CA169KShares$06.72% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH118KShares$00.38% of portfolio
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Capasso Planning Partners LLC Charleston, SC64.8KShares$00.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ24.9KShares$00.0% of portfolio
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Srs Capital Advisors, Inc. Denver, CO21.6KShares$00.0% of portfolio