Wr Wealth Planners, LLC Columbia ETF Tr I Multi Sector Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding MUST
# of Institutions
72Shares Held
11.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN2.83MShares$58.6 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.7MShares$35.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$20.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY890KShares$18.5 Million0.0% of portfolio
-
Amplius Wealth Advisors, LLC456KShares$9.46 Million1.22% of portfolio