Wealth Plan Investment Management, LLC Advisorshares Tr Q Dynamic Gro Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding QPX
# of Institutions
16Shares Held
569KCall Options Held
0Put Options Held
0-
Encompass More Asset Management Danville, CA163KShares$6.05 Million1.92% of portfolio
-
Cetera Investment Advisers Schaumburg, IL92.3KShares$3.44 Million0.01% of portfolio
-
Professional Financial Advisors, LLC65.5KShares$2.44 Million0.62% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ64.6KShares$2.41 Million0.01% of portfolio
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Cambridge Investment Research Advisors, Inc.55.7KShares$2.07 Million0.01% of portfolio