Wealth Plan Partners, LLC Ishares Barclays Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,054Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.95 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.63 Billion0.22% of portfolio
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Morgan Stanley New York, NY14.1MShares$1.34 Billion0.1% of portfolio
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Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.25 Billion0.34% of portfolio
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Envestnet Asset Management Inc12.8MShares$1.21 Billion0.41% of portfolio