Wealth Plan Investment Management, LLC First Tr ETF Viii Ft Cboe Vest Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DNOV
# of Institutions
86Shares Held
2.6MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY302KShares$13 Million0.42% of portfolio
-
Commonwealth Equity Services, LLC251KShares$10.8 Million0.02% of portfolio
-
Ogorek Anthony Joseph163KShares$7 Million2.36% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL133KShares$5.72 Million0.01% of portfolio
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Ifp Advisors, Inc125KShares$5.38 Million0.21% of portfolio