Wealth Plan Partners, LLC Bny Mellon ETF Tr Concentrated Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding BKCI
# of Institutions
22Shares Held
2.39MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.08MShares$56.4 Million0.89% of portfolio
-
Harbor Group, Inc.637KShares$33.3 Million8.28% of portfolio
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Weil Company, Inc.271KShares$14.1 Million5.46% of portfolio
-
Orion Portfolio Solutions, LLC171KShares$8.9 Million0.1% of portfolio
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Kestra Advisory Services, LLC63.3KShares$3.3 Million0.02% of portfolio