Wealth Plan Partners, LLC Innovator Etfs Tr Us Equity Ac Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding XBOC
# of Institutions
39Shares Held
1.44MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL466KShares$14.1 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ152KShares$4.59 Million0.01% of portfolio
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Blue Bell Private Wealth Management, LLC118KShares$3.56 Million0.7% of portfolio
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Centaurus Financial, Inc.101KShares$3.05 Million0.21% of portfolio
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Bullseye Investment Management, LLC94KShares$2.84 Million4.15% of portfolio