Wealth Plan Partners, LLC Invesco S&P Smallcap Health Ca Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding PSCH
# of Institutions
85Shares Held
879KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.5KShares$4.54 Million0.0% of portfolio
-
Wbi Investments, Inc.92.8KShares$4.32 Million1.06% of portfolio
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Wells Fargo & Company San Francisco, CA83.4KShares$3.88 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC56KShares$2.61 Million0.0% of portfolio
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Pacific Sun Financial Corp51.2KShares$2.38 Million1.31% of portfolio