Wealth Plan Partners, LLC Pacer Fds Tr Pacific Asset Flt Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding FLRT
# of Institutions
77Shares Held
4.51MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC816KShares$39 Million0.87% of portfolio
-
Kestra Advisory Services, LLC523KShares$25 Million0.14% of portfolio
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Lpl Financial LLC Fort Mill, SC426KShares$20.4 Million0.01% of portfolio
-
Campbell Capital Management Inc258KShares$12.3 Million4.91% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY178KShares$8.5 Million0.1% of portfolio