Wr Wealth Planners, LLC First Trust Dorsey Wright Inte Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
Shares
7 transactions
Others Institutions Holding IFV
# of Institutions
54Shares Held
6.45MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.65MShares$40.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.09MShares$26.6 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA724KShares$17.7 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA529KShares$12.9 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL319KShares$7.78 Million0.0% of portfolio