Wealth Plan Partners, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
A detailed history of Wealth Plan Partners, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 107,828 shares of FSEP stock, worth $4.9 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
107,828Holding current value
$4.9 Million% of portfolio
0.65%Shares
1 transactions
Others Institutions Holding FSEP
# of Institutions
111Shares Held
4.94MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ448KShares$20.4 Million0.05% of portfolio
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Envestnet Asset Management Inc393KShares$17.9 Million0.01% of portfolio
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Cwm, LLC323KShares$14.7 Million0.06% of portfolio
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Cetera Investment Advisers Schaumburg, IL255KShares$11.6 Million0.03% of portfolio
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Commonwealth Equity Services, LLC220KShares$10 Million0.01% of portfolio