Wealth Plan Partners, LLC First Tr Exchange Traded Fd Ii Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding NXTG
# of Institutions
115Shares Held
2.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY241KShares$20.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC223KShares$18.8 Million0.01% of portfolio
-
Ubs Group Ag215KShares$18.2 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.107KShares$9.03 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A681.3KShares$6.87 Million0.0% of portfolio