Wealth Plan Partners, LLC Vaneck ETF Tr Mtg Reit Income Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding MORT
# of Institutions
82Shares Held
5.04MCall Options Held
10.9KPut Options Held
5.8K-
Lpl Financial LLC Fort Mill, SC786KShares$8.59 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC649KShares$7.08 Million0.0% of portfolio
-
Gradient Investments LLC604KShares$6.6 Million0.17% of portfolio
-
Morgan Stanley New York, NY462KShares$5.05 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.401KShares$4.38 Million0.02% of portfolio