Wealth Plan Investment Management, LLC Innovator Etfs Tr Us Equity Ac Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding XBJA
# of Institutions
34Shares Held
2.15MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL546KShares$15.6 Million0.03% of portfolio
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Sterling Financial Planning, Inc.222KShares$6.37 Million2.39% of portfolio
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Millington Financial Advisors, LLC Naperville, IL194KShares$5.57 Million3.43% of portfolio
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Steward Partners Investment Advisory, LLC169KShares$4.84 Million0.04% of portfolio
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Capasso Planning Partners LLC Charleston, SC135KShares$3.87 Million1.52% of portfolio