Wealth Plan Partners, LLC Spdr Russell 1000 Low Volatili Transaction History
Wealth Plan Partners, LLC
- $552 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding ONEV
# of Institutions
90Shares Held
3.87MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK2.24MShares$291 Million17.37% of portfolio
-
Ameritas Investment Partners, Inc. Lincoln, NE323KShares$42.1 Million1.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC269KShares$34.9 Million0.01% of portfolio
-
Congress Wealth Management LLC Boston, MA129KShares$16.8 Million0.17% of portfolio
-
Avantax Advisory Services, Inc.93.4KShares$12.1 Million0.07% of portfolio