Wealth Plan Partners, LLC Innovator Etfs Tr Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding IJUL
# of Institutions
85Shares Held
4.69MCall Options Held
0Put Options Held
0-
Round Table Services, LLC1.33MShares$38.2 Million5.58% of portfolio
-
Lantz Financial LLC284KShares$8.13 Million2.21% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ279KShares$7.99 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL271KShares$7.76 Million0.01% of portfolio
-
Berger Financial Group, Inc Plymouth, MN233KShares$6.68 Million0.58% of portfolio