Wealth Plan Partners, LLC Ishare Morningstar Mid Cap Gro Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding IMCG
# of Institutions
316Shares Held
16.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.05MShares$72.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY920KShares$63.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC917KShares$63.3 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO722KShares$49.8 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL652KShares$45 Million0.06% of portfolio