Wealth Plan Partners, LLC Portfolio Holdings

Wealth Plan Partners, LLC Portfolio Holdings

1 week from now

Wealth Plan Partners, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $931 Billion distributed in 403 stocks. Popular searches. ...

tickertracker.io

WealthPLAN Partners, Current Portfolio, 13F Holdings (2024

1 week from now

Past Performances and the history of Asset Under Management WealthPLAN Partners, LLC. Current Holdings: 294Stocks(26 new) Top holdings: AAPL(7.17%) BRK.B(4.14%) VTI(3.99%) …

gurufocus.com

WealthPLAN Partners LLC 13F Portfolio - HedgeFollow

1 week from now

Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; WealthPLAN Partners LLC: WealthPLAN Partners LLC: 4.12%: $931395000

hedgefollow.com

Wealthplan Partners 13F Annual Report (2024) - Wallmine

1 week from now

Currently, Wealthplan Partners's portfolio is worth at least $951 billion. ... Stocks with a size of more than $10 billion in market cap make up 40% of the total holdings value. On the other …

wallmine.com

WealthPLAN Partners LLC Top Holdings 13F Filings - Holdings …

1 week from now

WealthPLAN Partners LLC Info: Size ($ in 1000's) At 06/30/2024: $931,399 At 03/31/2024: $965,818. WealthPLAN Partners LLC AUM history. WealthPLAN Partners LLC holdings …

holdingschannel.com

WealthPLAN Partners LLC Trims Position In JPMorgan Chase

1 week from now

14 hours ago  · WealthPLAN Partners LLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 12.6% during the third quarter, according to the company in its most recent …

marketbeat.com

WealthPLAN Partners LLC Fund Performance - HedgeFollow

1 week from now

Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; WealthPLAN Partners LLC: WealthPLAN Partners LLC: 4.12%: $931395000

hedgefollow.com

WealthPLAN Partners LLC Reduces Stake In JPMorgan ... - ETF …

1 week from now

4 hours ago  · WealthPLAN Partners LLC’s holdings in JPMorgan Chase & Co. were worth $5,761,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

etfdailynews.com

Jana Partners' Strategic Emphasis On Lamb Weston Holdings In Q3 …

1 week from now

2 days ago  · Portfolio Overview and Sector Focus. As of the third quarter of 2024, Jana Partners (Trades, Portfolio)' portfolio is composed of 12 stocks. The top holdings include 15.73% in …

yahoo.com

WealthPLAN Partners LLC Boosts Position In Broadcom Inc

1 week from now

2 days ago  · November 15, 2024. WealthPLAN Partners LLC boosted its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 271.7% during the 3rd quarter, according to its most …

marketbeat.com

Leverage Companies

1 week from now

Since the inception of Leverage Companies, leadership has been a part of over $500,000,000 in real estate transactions and closed over 400 unique transactions. We leverage this experience …

leveragecompanies.com

WealthPLAN Partners LLC Sells 20,077 Shares Of Bank Of

1 week from now

4 days ago  · November 13, 2024. WealthPLAN Partners LLC lessened its holdings in Bank of America Co. (NYSE:BAC) by 69.6% during the third quarter, according to the company in its …

marketbeat.com

About - The Marcal Group

1 week from now

By 1997, Mark had amassed a $100 million portfolio consisting of more than 1500 repositioned units in some of New Jersey's underserved communities. Including the formation of strategic …

themarcalgroup.com

WealthPlan Investment Management LLC Invests $645,000 In …

1 week from now

4 days ago  · The company has a fifty day moving average price of $102.48 and a 200-day moving average price of $93.08. Vertiv Holdings Co has a 1-year low of $41.01 and a 1-year high of …

marketbeat.com