Wealth Plan Partners, LLC Innovator Etfs Tr Us Equity Ac Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding XBJL
# of Institutions
39Shares Held
4.92MCall Options Held
0Put Options Held
0-
Gradient Investments LLC3.15MShares$109 Million2.85% of portfolio
-
Cetera Investment Advisers Schaumburg, IL386KShares$13.4 Million0.03% of portfolio
-
Brown Financial Advisors Milford, OH238KShares$8.27 Million3.29% of portfolio
-
High Tower Advisors, LLC Chicago, IL118KShares$4.09 Million0.01% of portfolio
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Wealth Enhancement Advisory Services, LLC84.6KShares$2.93 Million0.01% of portfolio