Wealth Plan Partners, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Wealth Plan Partners, LLC
- $591 Million
- Q3 2025
Shares
4 transactions
Others Institutions Holding FOCT
# of Institutions
123Shares Held
4.13MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc366KShares$17.6 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL347KShares$16.7 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL246KShares$11.9 Million0.01% of portfolio
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Bleakley Financial Group, LLC Fairfield, NJ238KShares$11.5 Million0.26% of portfolio
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Assetmark, Inc233KShares$11.2 Million0.02% of portfolio