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
41Shares Held
338KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC62.3KShares$2.84 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC37.7KShares$1.72 Million0.0% of portfolio
-
Morgan Stanley New York, NY32KShares$1.46 Million0.0% of portfolio
-
Envestnet Asset Management Inc31.8KShares$1.45 Million0.0% of portfolio
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Avantax Advisory Services, Inc.17KShares$774,8650.01% of portfolio