Wealth Plan Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
341Shares Held
110MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$535 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$434 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA8.99MShares$313 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC4.9MShares$170 Million0.01% of portfolio
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Ubs Group Ag4.66MShares$162 Million0.04% of portfolio