Wealth Plan Investment Management, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 166,516 shares of FAUG stock, worth $7.71 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
166,516Holding current value
$7.71 Million% of portfolio
0.83%Shares
1 transactions
Others Institutions Holding FAUG
# of Institutions
151Shares Held
6.25MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL449KShares$20.8 Million0.05% of portfolio
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Envestnet Asset Management Inc399KShares$18.5 Million0.01% of portfolio
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Cwm, LLC380KShares$17.6 Million0.07% of portfolio
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Mc Carthy & Cox Marysville, OH344KShares$15.9 Million6.03% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL244KShares$11.3 Million0.02% of portfolio