Wealth Plan Partners, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding BUFQ
# of Institutions
95Shares Held
18.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.59MShares$164 Million0.08% of portfolio
-
Kestra Advisory Services, LLC1.12MShares$32.9 Million0.19% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.02MShares$30 Million7.78% of portfolio
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Envestnet Asset Management Inc837KShares$24.6 Million0.01% of portfolio
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Commonwealth Equity Services, LLC680KShares$20 Million0.03% of portfolio