Wealth Plan Partners, LLC Ishares Tr Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
Shares
1 transactions
Others Institutions Holding ICF
# of Institutions
358Shares Held
22MCall Options Held
7.5KPut Options Held
700-
Northwestern Mutual Wealth Management CO1.93MShares$110 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.56MShares$88.9 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.55MShares$88.4 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.47MShares$83.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC989KShares$56.3 Million0.01% of portfolio