Wealth Plan Investment Management, LLC Ishares Core S&P U.S Growth Et Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding IUSG
# of Institutions
725Shares Held
113MCall Options Held
3.9KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC38MShares$5.28 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$2.05 Billion0.96% of portfolio
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Morgan Stanley New York, NY12.9MShares$1.78 Billion0.13% of portfolio
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Jones Financial Companies Lllp6.85MShares$950 Million1.01% of portfolio
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Envestnet Asset Management Inc2.16MShares$300 Million0.09% of portfolio