Wealth Plan Investment Management, LLC First Trust Emerging Markets S Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FEMS
# of Institutions
76Shares Held
5.32MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA903KShares$34.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY715KShares$27.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL494KShares$18.8 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC420KShares$16 Million0.01% of portfolio
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Cornerstone Planning Group LLC Fairfield, NJ270KShares$10.3 Million2.79% of portfolio