Wealth Plan Investment Management, LLC First Tr Long/Short Equity ETF Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 128,639 shares of FTLS stock, worth $8.07 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
128,639
Previous 179,745
28.43%
Holding current value
$8.07 Million
Previous $10.1 Million
21.57%
% of portfolio
1.34%
Previous 1.68%
Shares
10 transactions
Others Institutions Holding FTLS
# of Institutions
173Shares Held
13.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.29MShares$206 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.64MShares$103 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.23MShares$77 Million0.04% of portfolio
-
Envestnet Asset Management Inc503KShares$31.5 Million0.01% of portfolio
-
Truist Financial Corp380KShares$23.9 Million0.04% of portfolio