Wealth Plan Investment Management, LLC First Tr Multi Cap Growth Alph Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FAD
# of Institutions
70Shares Held
1.23MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL297KShares$41.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY100KShares$14.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL83.1KShares$11.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC82.9KShares$11.6 Million0.01% of portfolio
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Commonwealth Equity Services, LLC64KShares$8.98 Million0.01% of portfolio