Wealth Plan Partners, LLC Bny Mellon ETF Tr Concentrated Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding BKCI
# of Institutions
23Shares Held
2.46MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.08MShares$52.1 Million0.89% of portfolio
-
Harbor Group, Inc.689KShares$33.3 Million7.42% of portfolio
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Weil Company, Inc.282KShares$13.6 Million5.32% of portfolio
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Orion Portfolio Solutions, LLC149KShares$7.16 Million0.08% of portfolio
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Jpmorgan Chase & CO New York, NY67.9KShares$3.27 Million0.0% of portfolio