Wealth Plan Partners, LLC Simplify Exch Trad Fds Simplif Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding SPBC
# of Institutions
18Shares Held
663KCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC247KShares$9.9 Million0.05% of portfolio
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Sfg Wealth Management, Llc.227KShares$9.1 Million4.79% of portfolio
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Lpl Financial LLC Fort Mill, SC55.3KShares$2.21 Million0.0% of portfolio
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Total Clarity Wealth Management, Inc.31.9KShares$1.28 Million0.42% of portfolio
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Ferguson Shapiro LLC22KShares$881,2800.5% of portfolio