Wealth Plan Partners, LLC First Ex Tr Fd Ft Cboe Vest Us Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding DAPR
# of Institutions
81Shares Held
2.58MCall Options Held
1KPut Options Held
0-
Raymond James & Associates St Petersburg, FL234KShares$8.84 Million0.01% of portfolio
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Envestnet Asset Management Inc189KShares$7.16 Million0.0% of portfolio
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Commonwealth Equity Services, LLC169KShares$6.38 Million0.01% of portfolio
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Mutual Advisors, LLC Casper, WY146KShares$5.52 Million0.16% of portfolio
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Hartford Financial Management Inc.138KShares$5.23 Million1.11% of portfolio