Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding RWL
# of Institutions
250Shares Held
28.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4MShares$400 Million0.16% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.23MShares$324 Million0.08% of portfolio
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Morgan Stanley New York, NY2.91MShares$291 Million0.02% of portfolio
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Allworth Financial LP2.21MShares$221 Million1.25% of portfolio
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Bank Of America Corp Charlotte, NC1.96MShares$196 Million0.02% of portfolio