WealthPLAN Partners LLC Sells 8,409 Shares of Visa Inc. (NYSE:V)

5 days ago · WealthPLAN Partners LLC cut its stake in Visa Inc. (NYSE:V - Free Report) by 59.3% during the third quarter, according to its most recent 13F filing with the Securities and …

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WealthPLAN Partners LLC Sells 8,409 Shares Of Visa Inc. (NYSE:V)

1 week from now

5 days ago · WealthPLAN Partners LLC cut its stake in Visa Inc. (NYSE:V - Free Report) by 59.3% during the third quarter, according to its most recent 13F filing with the Securities and …

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V News Today | Why Did Visa Stock Go Down Today? - MarketBeat

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Sep 11, 2023 · NorthRock Partners LLC decreased its holdings in Visa Inc. (NYSE:V - Free Report) by 22.3% during the third quarter, according to the company in its most recent …

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WealthPLAN Partners LLC Sells 4,667 Shares Of Johnson

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3 days ago · WealthPLAN Partners LLC decreased its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 9.4% in the 3rd quarter, according to its most recent Form 13F filing with the …

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WealthPLAN Partners LLC Raises Position In Visa Inc. (NYSE:V)

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Sep 17, 2024 · WealthPLAN Partners LLC lifted its position in Visa Inc. (NYSE:V – Free Report) by 1.8% during the 2nd quarter, according to the company in its most recent Form 13F filing …

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WEALTHPLAN PARTNERS, LLC Top 13F Holdings

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Wealthplan Partners is a large advisory firm with 3333 clients and discretionary assets under management (AUM) of $1,603,258,043 (Form ADV from 2024-10-30). Their last reported 13F …

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WealthPLAN Partners LLC Has $338,000 Position In AT&T Inc.

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Jul 15, 2024 · WealthPLAN Partners LLC reduced its holdings in AT&T Inc. (NYSE:T – Free Report) by 31.5% during the 1st quarter, according to the company in its most recent …

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WealthPLAN Partners LLC Buys 524 Shares Of Microsoft Co.

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Nov 3, 2024 · WealthPLAN Partners LLC increased its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 2.6% in the second quarter, according to the company in its most recent Form …

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WealthPLAN Partners LLC Buys 749 Shares Of Amazon.com, Inc.

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Oct 17, 2024 · WealthPLAN Partners LLC raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 0.9% in the second quarter, according to its most recent Form 13F filing …

americanbankingnews.com

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Technology Stocks List - MarketBeat

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WealthPLAN Partners LLC Sells 8,409 Shares of Visa Inc. (NYSE:V) November 12 at 7:32 AM | marketbeat.com. Waverton Investment Management Ltd Has $253.23 Million Position in Visa …

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WealthPLAN Partners LLC Has $487,000 Stake In Visa Inc (NYSE:V)

1 week from now

The fund owned 2,715 shares of the credit-card processor’s stock after acquiring an additional 202 shares during the period. WealthPLAN Partners LLC’s holdings in Visa were worth …

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Ullmann Wealth Partners Group LLC Sells 62 Shares Of Visa Inc.

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Oct 15, 2024 · Ullmann Wealth Partners Group LLC reduced its stake in shares of Visa Inc. (NYSE:V – Free Report) by 5.3% in the third quarter, according to its most recent filing with …

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WealthPLAN Partners LLC Sells 20,077 Shares Of Bank Of

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4 days ago · 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 most recent …

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WealthPLAN Partners LLC Sells 17,258 Shares Of Alphabet Inc.

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5 days ago · The firm owned 44,109 shares of the information services provider's stock after selling 17,258 shares during the quarter. Alphabet makes up about 1.0% of WealthPLAN …

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