Wealth Plan Investment Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding PBP
# of Institutions
55Shares Held
2.04MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY457KShares$10.8 Million0.0% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC203KShares$4.81 Million1.04% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management200KShares$4.74 Million0.13% of portfolio
-
Mount Lucas Management LP Newtown, PA112KShares$2.66 Million0.89% of portfolio
-
Cullen/Frost Bankers, Inc.110KShares$2.6 Million0.03% of portfolio