Wealth Plan Investment Management, LLC First Trust Multi Asset Divers Transaction History
Wealth Plan Investment Management, LLC
- $1.27 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding MDIV
# of Institutions
109Shares Held
10.4MCall Options Held
0Put Options Held
0-
Flaharty Asset Management, LLC1.61MShares$26.1 Million5.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$19.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY860KShares$13.9 Million0.0% of portfolio
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Commonwealth Equity Services, LLC703KShares$11.4 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN623KShares$10.1 Million0.0% of portfolio