Wealth Plan Investment Management, LLC American Centy ETF Tr Mid Cap Transaction History
Wealth Plan Investment Management, LLC
- $1.27 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding MID
# of Institutions
19Shares Held
998KCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc787KShares$52.7 Million0.02% of portfolio
-
Sunpointe, LLC St. Louis, MO73.3KShares$4.91 Million1.92% of portfolio
-
Impact Investors, Inc San Francisco, CA43.9KShares$2.94 Million2.05% of portfolio
-
Mml Investors Services, LLC Springfield, MA39.7KShares$2.66 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC12.7KShares$852,8280.0% of portfolio