Wealth Plan Investment Management, LLC Siren Divcon Leaders Dividend Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Siren Divcon Leaders Dividend stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,370 shares of LEAD stock, worth $365,911. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,370
Previous 5,417
0.87%
Holding current value
$365,911
Previous $357,000
4.48%
% of portfolio
0.06%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding LEAD
# of Institutions
29Shares Held
431KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC74KShares$5.04 Million0.0% of portfolio
-
Jacobi Capital Management LLC51.7KShares$3.52 Million0.29% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA45.4KShares$3.09 Million0.51% of portfolio
-
Private Advisor Group, LLC42KShares$2.86 Million0.02% of portfolio
-
Capital Advisors, Ltd. LLC38KShares$2.59 Million0.31% of portfolio