Wr Wealth Planners, LLC ETF Opportunities Tr American Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in ETF Opportunities Tr American stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 550 shares of ACVF stock, worth $25,025. This represents 0.01% of its overall portfolio holdings.
Number of Shares
550
Previous 550
-0.0%
Holding current value
$25,025
Previous $22,000
9.09%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding ACVF
# of Institutions
41Shares Held
338KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC62.3KShares$2.84 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC37.7KShares$1.72 Million0.0% of portfolio
-
Morgan Stanley New York, NY32KShares$1.46 Million0.0% of portfolio
-
Envestnet Asset Management Inc31.8KShares$1.45 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.17KShares$774,8650.01% of portfolio