Wealth Plan Partners, LLC Proshares Tr S&P Tech Divid Ar Transaction History
Wealth Plan Partners, LLC
- $591 Million
- Q3 2025
A detailed history of Wealth Plan Partners, LLC transactions in Proshares Tr S&P Tech Divid Ar stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 40,341 shares of TDV stock, worth $3.42 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
40,341
Previous 39,801
1.36%
Holding current value
$3.42 Million
Previous $3.31 Million
5.38%
% of portfolio
0.59%
Previous 0.6%
Shares
12 transactions
Others Institutions Holding TDV
# of Institutions
78Shares Held
2.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY280KShares$23.7 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC245KShares$20.8 Million0.19% of portfolio
-
Brinker Capital Investments, LLC225KShares$19.1 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC176KShares$14.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA162KShares$13.7 Million0.0% of portfolio