Wealth Plan Partners, LLC American Centy ETF Tr Mid Cap Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding MID
# of Institutions
12Shares Held
955KCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc855KShares$52.9 Million0.02% of portfolio
-
Mml Investors Services, LLC Springfield, MA50.7KShares$3.14 Million0.01% of portfolio
-
Brinker Capital Investments, LLC12.1KShares$751,3510.01% of portfolio
-
Orion Portfolio Solutions, LLC11.3KShares$696,0480.01% of portfolio
-
Commonwealth Equity Services, LLC8.88KShares$549,5020.0% of portfolio