Wealth Plan Partners, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding FSEP
# of Institutions
134Shares Held
5.11MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc493KShares$21.4 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ326KShares$14.1 Million0.04% of portfolio
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Cwm, LLC313KShares$13.6 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL276KShares$12 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL271KShares$11.7 Million0.0% of portfolio