Wealth Plan Partners, LLC Simplify Exch Trad Fds Simplif Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding SPBC
# of Institutions
16Shares Held
790KCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC358KShares$14.2 Million0.08% of portfolio
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Sfg Wealth Management, Llc.223KShares$8.85 Million4.48% of portfolio
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Total Clarity Wealth Management, Inc.79.9KShares$3.17 Million0.98% of portfolio
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Lpl Financial LLC Fort Mill, SC55.3KShares$2.19 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ15.4KShares$609,4990.0% of portfolio