Wealth Plan Investment Management, LLC Ishares New York Muni Bond ETF Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding NYF
# of Institutions
158Shares Held
8.23MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC784KShares$41.8 Million0.13% of portfolio
-
High Probability Advisors, LLC Pittsford, NY534KShares$28.5 Million4.94% of portfolio
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Bank Of America Corp Charlotte, NC483KShares$25.7 Million0.0% of portfolio
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Morgan Stanley New York, NY477KShares$25.4 Million0.0% of portfolio
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High Tower Advisors, LLC Chicago, IL417KShares$22.2 Million0.03% of portfolio