Wealth Plan Partners, LLC First Tr ETF Viii Cboe Vest U Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding XDEC
# of Institutions
79Shares Held
10.9MCall Options Held
0Put Options Held
0-
Prostatis Group LLC Hanover, MD4.74MShares$179 Million2.27% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.48MShares$56 Million0.13% of portfolio
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Envestnet Asset Management Inc700KShares$26.4 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL403KShares$15.2 Million0.03% of portfolio
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Bouchey Financial Group LTD401KShares$15.1 Million1.41% of portfolio