Wr Wealth Planners, LLC Pacer Fds Tr Benchmark Data & Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding SRVR
# of Institutions
101Shares Held
10.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$144 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO1.39MShares$44 Million0.04% of portfolio
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Morgan Stanley New York, NY825KShares$26.2 Million0.0% of portfolio
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Ubs Group Ag488KShares$15.5 Million0.0% of portfolio
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Foster & Motley Inc Cincinnati, OH366KShares$11.6 Million0.75% of portfolio