Wealth Plan Partners, LLC First Tr Exc Tr Fd Iv Cboe Vst Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding RDVI
# of Institutions
230Shares Held
41.3MCall Options Held
1.4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC5.98MShares$00.0% of portfolio
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Envestnet Asset Management Inc1.66MShares$00.0% of portfolio
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Commonwealth Equity Services, LLC1.64MShares$00.06% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.62MShares$00.0% of portfolio
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Wells Fargo & Company San Francisco, CA1.6MShares$00.0% of portfolio