Wealth Plan Partners, LLC First Tr Exchange Traded Fd Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding EDOW
# of Institutions
72Shares Held
4.64MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC922KShares$33.1 Million0.02% of portfolio
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Morgan Stanley New York, NY916KShares$32.9 Million0.0% of portfolio
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Gratus Wealth Advisors, LLC Virginia Beach, VA456KShares$16.4 Million2.7% of portfolio
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Vestmark Advisory Solutions, Inc.343KShares$12.3 Million0.52% of portfolio
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Pom Investment Strategies, LLC Raleigh, NC220KShares$7.9 Million5.89% of portfolio