Wealth Plan Partners, LLC First Trust Nasdaq Technology Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
A detailed history of Wealth Plan Partners, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 69,044 shares of TDIV stock, worth $4.99 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
69,044Holding current value
$4.99 Million% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding TDIV
# of Institutions
288Shares Held
19.5MCall Options Held
27.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.11MShares$152 Million0.08% of portfolio
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Morgan Stanley New York, NY1.98MShares$143 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.51MShares$109 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC1.17MShares$84.2 Million0.01% of portfolio
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Ubs Group Ag1.13MShares$81.8 Million0.02% of portfolio