Wealth Plan Investment Management, LLC American Centy ETF Tr Mid Cap Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding MID
# of Institutions
12Shares Held
955KCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc855KShares$55.3 Million0.02% of portfolio
-
Mml Investors Services, LLC Springfield, MA50.7KShares$3.28 Million0.01% of portfolio
-
Brinker Capital Investments, LLC12.1KShares$785,9670.01% of portfolio
-
Orion Portfolio Solutions, LLC11.3KShares$728,1160.01% of portfolio
-
Commonwealth Equity Services, LLC8.88KShares$574,8180.0% of portfolio