Wealth Plan Investment Management, LLC First Tr Long/Short Equity ETF Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 125,417 shares of FTLS stock, worth $7.91 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
125,417
Previous 128,639
2.5%
Holding current value
$7.91 Million
Previous $7.93 Million
1.03%
% of portfolio
1.28%
Previous 1.34%
Shares
11 transactions
Others Institutions Holding FTLS
# of Institutions
190Shares Held
17MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.45MShares$281 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.68MShares$106 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.56MShares$98.6 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN950KShares$60 Million0.02% of portfolio
-
Envestnet Asset Management Inc523KShares$33 Million0.01% of portfolio