Wealth Plan Investment Management, LLC ETF Opportunities Tr American Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding ACVF
# of Institutions
45Shares Held
445KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC96.7KShares$4.38 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC40.3KShares$1.82 Million0.0% of portfolio
-
Morgan Stanley New York, NY32KShares$1.45 Million0.0% of portfolio
-
Envestnet Asset Management Inc31.8KShares$1.44 Million0.0% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il19.8KShares$895,9500.0% of portfolio