Wealth Plan Investment Management, LLC First Tr ETF Viii Ft Cboe Vest Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DNOV
# of Institutions
88Shares Held
2.71MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY302KShares$13 Million0.42% of portfolio
-
Commonwealth Equity Services, LLC251KShares$10.8 Million0.02% of portfolio
-
Ogorek Anthony Joseph163KShares$7.02 Million2.36% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL133KShares$5.73 Million0.01% of portfolio
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Ifp Advisors, Inc125KShares$5.39 Million0.21% of portfolio