Wealth Plan Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
503Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$812 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$693 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$471 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$394 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$263 Million0.02% of portfolio