Wealth Plan Investment Management, LLC First Trust Multi Asset Divers Transaction History
Wealth Plan Investment Management, LLC
- $1.27 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding MDIV
# of Institutions
113Shares Held
10.4MCall Options Held
0Put Options Held
0-
Flaharty Asset Management, LLC1.57MShares$25.2 Million4.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.19MShares$19 Million0.01% of portfolio
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Morgan Stanley New York, NY860KShares$13.8 Million0.0% of portfolio
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Commonwealth Equity Services, LLC713KShares$11.4 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN623KShares$9.98 Million0.0% of portfolio