Wealth Plan Investment Management, LLC First Tr Exch Tr Fd Viii Cboe Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr Exch Tr Fd Viii Cboe stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 139,090 shares of FMAY stock, worth $6.45 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
139,090Holding current value
$6.45 Million% of portfolio
1.01%Shares
1 transactions
Others Institutions Holding FMAY
# of Institutions
126Shares Held
5.7MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC639KShares$29.7 Million0.05% of portfolio
-
Focus Wealth Advisors, LLC481KShares$22.3 Million11.98% of portfolio
-
Envestnet Asset Management Inc296KShares$13.7 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL292KShares$13.6 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH243KShares$11.3 Million4.17% of portfolio