Wealth Plan Partners, LLC First Trust Mid Cap Value Alph Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding FNK
# of Institutions
67Shares Held
2.96MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ1.33MShares$66.3 Million10.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC262KShares$13.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA249KShares$12.4 Million0.0% of portfolio
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Morgan Stanley New York, NY228KShares$11.4 Million0.0% of portfolio
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Ubs Group Ag68.4KShares$3.42 Million0.0% of portfolio