Wealth Plan Partners, LLC Ishares Tr Residential And Mul Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
Shares
3 transactions
Others Institutions Holding REZ
# of Institutions
150Shares Held
5.16MCall Options Held
17.3KPut Options Held
12.9K-
Strategic Financial Concepts, LLC San Antonio, TX1.11MShares$100 Million0.01% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC480KShares$43.3 Million10.24% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA469KShares$42.3 Million1.0% of portfolio
-
Morgan Stanley New York, NY314KShares$28.3 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO209KShares$18.9 Million0.02% of portfolio