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
3.66MCall Options Held
0Put Options Held
0-
Gradient Investments LLC2.11MShares$71.6 Million1.86% of portfolio
-
Cetera Investment Advisers Schaumburg, IL386KShares$13.1 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL118KShares$4 Million0.01% of portfolio
-
Weaver Consulting Group91.1KShares$3.09 Million1.06% of portfolio
-
Wealth Enhancement Advisory Services, LLC84.6KShares$2.87 Million0.01% of portfolio