Wealth Plan Partners, LLC American Centy ETF Tr Mid Cap Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding MID
# of Institutions
8Shares Held
911KCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc839KShares$48 Million0.02% of portfolio
-
Mml Investors Services, LLC Springfield, MA37.6KShares$2.15 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC14.6KShares$832,1090.01% of portfolio
-
Brinker Capital Investments, LLC12.1KShares$694,3860.01% of portfolio
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J.W. Cole Advisors, Inc.4.38KShares$250,2330.01% of portfolio