Wealth Plan Partners, LLC Bny Mellon ETF Tr Concentrated Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding BKCI
# of Institutions
23Shares Held
2.43MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.08MShares$55.7 Million0.89% of portfolio
-
Harbor Group, Inc.657KShares$33.9 Million8.23% of portfolio
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Weil Company, Inc.282KShares$14.5 Million5.32% of portfolio
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Orion Portfolio Solutions, LLC171KShares$8.79 Million0.1% of portfolio
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Kestra Advisory Services, LLC63.3KShares$3.26 Million0.02% of portfolio