Wealth Plan Investment Management, LLC Vaneck ETF Trust Inflation All Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding RAAX
# of Institutions
34Shares Held
1.86MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC381KShares$11.4 Million0.01% of portfolio
-
Beam Wealth Advisors, Inc.380KShares$11.4 Million3.37% of portfolio
-
Benedetti & Gucer, Inc.359KShares$10.8 Million4.83% of portfolio
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Orion Portfolio Solutions, LLC170KShares$5.1 Million0.05% of portfolio
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Miracle Mile Advisors, LLC108KShares$3.24 Million0.08% of portfolio