Wr Wealth Planners, LLC Simplify Exchange Traded Fds E Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding HIGH
# of Institutions
55Shares Held
5.24MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC846KShares$00.0% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE560KShares$00.0% of portfolio
-
Beacon Capital Management, LLC536KShares$00.0% of portfolio
-
Principal Securities, Inc. Des Moines, IA521KShares$00.2% of portfolio
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Elevated Capital Advisors, LLC Sandy, UT348KShares$00.0% of portfolio