Wealth Plan Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding SPGP
# of Institutions
336Shares Held
33.4MCall Options Held
1.3KPut Options Held
900-
Morgan Stanley New York, NY4.8MShares$493 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.53MShares$363 Million0.21% of portfolio
-
Envestnet Asset Management Inc2.31MShares$238 Million0.09% of portfolio
-
Fifth Third Bancorp1.3MShares$133 Million0.54% of portfolio
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Bank Of America Corp Charlotte, NC1.27MShares$130 Million0.01% of portfolio