Wealth Plan Investment Management, LLC ETF Opportunities Tr American Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding ACVF
# of Institutions
43Shares Held
401KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC86.2KShares$3.77 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC37.7KShares$1.65 Million0.0% of portfolio
-
Morgan Stanley New York, NY32KShares$1.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc31.8KShares$1.39 Million0.0% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il19.8KShares$866,6460.0% of portfolio