Wealth Plan Partners, LLC Proshares Tr S&P Tech Divid Ar Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
A detailed history of Wealth Plan Partners, LLC transactions in Proshares Tr S&P Tech Divid Ar stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 69,031 shares of TDV stock, worth $5.28 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
69,031
Previous 67,743
1.9%
Holding current value
$5.28 Million
Previous $4.88 Billion
5.59%
% of portfolio
0.55%
Previous 0.5%
Shares
7 transactions
Others Institutions Holding TDV
# of Institutions
77Shares Held
2.32MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC326KShares$24.9 Million0.27% of portfolio
-
Morgan Stanley New York, NY263KShares$20.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA200KShares$15.3 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC158KShares$12.1 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC130KShares$9.92 Million0.0% of portfolio