Wealth Plan Investment Management, LLC Ishares S&P 100 ETF Transaction History
Wealth Plan Investment Management, LLC
- $1.27 Billion
- Q2 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 8,884 shares of OEF stock, worth $2.36 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,884Holding current value
$2.36 Million% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding OEF
# of Institutions
1,043Shares Held
53.5MCall Options Held
47.3KPut Options Held
41.9K-
Bank Of America Corp Charlotte, NC6.57MShares$1.75 Billion0.13% of portfolio
-
Envestnet Asset Management Inc5.89MShares$1.57 Billion0.48% of portfolio
-
Fifth Third Bancorp2.68MShares$714 Million2.52% of portfolio
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Lpl Financial LLC Fort Mill, SC2.68MShares$713 Million0.25% of portfolio
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Jpmorgan Chase & CO New York, NY2.04MShares$542 Million0.04% of portfolio