Wealth Plan Partners, LLC First Trust Multi Asset Divers Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
Shares
4 transactions
Others Institutions Holding MDIV
# of Institutions
98Shares Held
8.59MCall Options Held
0Put Options Held
0-
Flaharty Asset Management, LLC1.35MShares$22.1 Million3.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC773KShares$12.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY765KShares$12.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC571KShares$9.34 Million0.0% of portfolio
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Commonwealth Equity Services, LLC504KShares$8.24 Million0.01% of portfolio