Wealth Plan Investment Management, LLC First Tr Exchange Trd Fd Healt Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding FXH
# of Institutions
273Shares Held
6.42MCall Options Held
100Put Options Held
0-
Morgan Stanley New York, NY1.75MShares$194 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA528KShares$58.5 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC458KShares$50.8 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC286KShares$31.6 Million0.0% of portfolio
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Ubs Group Ag229KShares$25.4 Million0.01% of portfolio