Wealth Plan Investment Management, LLC Ishares Tr Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
Shares
7 transactions
Others Institutions Holding IDV
# of Institutions
465Shares Held
82.4MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$321 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$218 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$197 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$157 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$108 Million0.03% of portfolio