Wealth Plan Partners, LLC Invesco Fd Tr S&P Smallcap 600 Transaction History
Wealth Plan Partners, LLC
- $591 Million
- Q3 2025
Shares
3 transactions
Others Institutions Holding RZG
# of Institutions
58Shares Held
870KCall Options Held
0Put Options Held
0-
Cwm, LLC144KShares$00.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC104KShares$00.0% of portfolio
-
Axiom Advisory, LLC San Diego, CA77.1KShares$00.0% of portfolio
-
Morgan Stanley New York, NY57.4KShares$00.0% of portfolio
-
Twelve Points Wealth Management LLC50KShares$00.0% of portfolio