Wealth Plan Partners, LLC Invesco S&P Smallcap Health Ca Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding PSCH
# of Institutions
86Shares Held
915KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.5KShares$4.68 Million0.0% of portfolio
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Wbi Investments, Inc.92.8KShares$4.45 Million1.06% of portfolio
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Wells Fargo & Company San Francisco, CA83.4KShares$4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC55.5KShares$2.66 Million0.0% of portfolio
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Pacific Sun Financial Corp53.6KShares$2.57 Million1.46% of portfolio