Wealth Plan Partners, LLC First Ex Tr Fd Ft Cboe Vest Us Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
Shares
3 transactions
Others Institutions Holding DAPR
# of Institutions
65Shares Held
2.34MCall Options Held
0Put Options Held
0-
Raymond James & Associates St Petersburg, FL234KShares$8.51 Million0.01% of portfolio
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Commonwealth Equity Services, LLC189KShares$6.9 Million0.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ157KShares$5.72 Million0.01% of portfolio
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Mutual Advisors, LLC Casper, WY152KShares$5.53 Million0.16% of portfolio
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Hartford Financial Management Inc.139KShares$5.05 Million1.07% of portfolio