Wealth Plan Partners, LLC Ishares Tr Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding IHF
# of Institutions
226Shares Held
7.6MCall Options Held
21.8KPut Options Held
50.3K-
Morgan Stanley New York, NY820KShares$42.4 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO785KShares$40.5 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC626KShares$32.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC417KShares$21.5 Million0.0% of portfolio
-
Wharton Business Group, LLC Malvern, PA336KShares$17.3 Million0.88% of portfolio