Wealth Plan Investment Management, LLC Ishares S&P Midcap 400 Growth Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding IJK
# of Institutions
936Shares Held
73.6MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$621 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA6.76MShares$619 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC3.71MShares$340 Million0.03% of portfolio
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Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$277 Million13.19% of portfolio
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Ubs Group Ag2.22MShares$204 Million0.05% of portfolio