WEALTHPLAN PARTNERS, LLC Top 13F Holdings
WEALTHPLAN PARTNERS, LLC. Wealthplan Partners is based out of Omaha. Wealthplan Partners is a large advisory firm with 3333 clients and discretionary assets under management (AUM) of $1,603,258,043 (Form ADV from 2024-06-17). Their last reported 13F filing for Q3 …
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WEALTHPLAN PARTNERS, LLC Top 13F Holdings
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WEALTHPLAN PARTNERS, LLC. Wealthplan Partners is based out of Omaha. Wealthplan Partners is a large advisory firm with 3333 clients and discretionary assets under management (AUM) of $1,603,258,043 (Form ADV from 2024-06-17). Their last reported 13F filing for Q3 …
whalewisdom.com
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WealthPLAN Partners, LLC Q3 2024 13F Top Portfolio Holdings
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WealthPLAN Partners, LLC reported 255 holdings with total value $745 M as of Q3 2024. Top holdings included AAPL, BRK-B, DGRO, COWZ, and BUFR. WealthPLAN Partners, LLC ...
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WEALTHPLAN INVESTMENT MANAGEMENT, LLC Top 13F …
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Wealthplan Investment Management is a large advisory firm with 803 clients and discretionary assets under management (AUM) of $964,938,958 (Form ADV from 2024-10-15). Their last …
whalewisdom.com
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WealthPLAN Partners, LLC 13F Filings
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WealthPLAN Partners, LLC reported 319 holdings with total value $973 M as of Q4 2023. Top holdings included AAPL, BRK-B, VTI, COWZ, and SCHF. WealthPLAN Partners, LLC 13F …
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WealthPLAN Partners LLC Trims Position In JPMorgan Chase
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12 hours ago · WealthPLAN Partners LLC's holdings in JPMorgan Chase & Co. were worth $5,761,000 at the end of the most recent quarter. ... Visit HoldingsChannel.com to get the …
marketbeat.com
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WealthPLAN Partners LLC Boosts Position In Broadcom Inc
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2 days ago · WealthPLAN Partners LLC boosted its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 271.7% during the 3rd quarter, according to its most recent Form 13F filing …
marketbeat.com
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WealthPLAN Partners, LLC Q1 2024 13F Top Portfolio Holdings
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WealthPLAN Partners, LLC reported 302 holdings with total value $966 M as of Q1 2024. Top holdings included AAPL, BRK-B, VTI, DGRO, and SCHF. WealthPLAN Partners, LLC Q1 …
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WealthPLAN Partners, Current Portfolio, 13F Holdings (2024
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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
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Wealthplan Partners 13F Annual Report (2024) - Wallmine
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Wealthplan Partners 13F annual report ... Wealthplan Partners’s top holding is 319,004 shares of Apple Inc currently worth over $54.7 billion and making up 5.7% of the portfolio value. ...
wallmine.com
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WealthPlan Investment Management LLC Top Holdings 13F Filings
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Size ($ in 1000's) At 06/30/2024: $660,993. At 03/31/2024: $655,455. WealthPlan Investment Management LLC AUM history. WealthPlan Investment Management LLC holdings changes, …
holdingschannel.com
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Wealth Plan Partners, LLC Portfolio Holdings
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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. ... Latest 13F Filings Guru Portfolios Portfolios by Value. Companies. Stocks List. …
tickertracker.io
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WealthPLAN Partners, LLC Q2 2024 13F Top Portfolio Holdings
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May 7, 2024 · WealthPLAN Partners, LLC reported 297 holdings with total value $931 M as of Q2 2024. Top holdings included AAPL, BRK-B, VTI, DGRO, and SCHF. WealthPLAN Partners, …
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WealthPLAN Partners, LLC Q3 2021 13F Top Portfolio Holdings
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WealthPLAN Partners, LLC top investments as of Q3 2021 based on public SEC filings. WealthPLAN Partners, LLC Q3 2021 13F Holdings Location Omaha, NE Holdings as of 9/30/2021 Value ($000) $1,503,792 Num holdings 372 Date filed …
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Passaic Partners LLC Q1 2024 13F Top Portfolio Holdings
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Jan 18, 2024 · Passaic Partners LLC reported 11 holdings with total value $694 M as of Q1 2024. Top holdings included SPY, IEFA, IEMG, AGG, and IVV. Passaic Partners LLC ... $693,627 …
13f.info
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