Wealth Plan Investment Management, LLC Siren Divcon Leaders Dividend Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Siren Divcon Leaders Dividend stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,400 shares of LEAD stock, worth $364,014. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,400
Previous 5,370
0.56%
Holding current value
$364,014
Previous $341,000
9.68%
% of portfolio
0.04%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding LEAD
# of Institutions
31Shares Held
420KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC75KShares$5.06 Million0.0% of portfolio
-
Jacobi Capital Management LLC51.6KShares$3.48 Million0.28% of portfolio
-
Private Advisor Group, LLC42.8KShares$2.89 Million0.02% of portfolio
-
Capital Advisors, Ltd. LLC38.3KShares$2.58 Million0.33% of portfolio
-
Janney Montgomery Scott LLC25.2KShares$1.7 Million0.0% of portfolio