Wealth Plan Investment Management, LLC Hartford Multifactor Developed Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
Shares
8 transactions
Others Institutions Holding RODM
# of Institutions
112Shares Held
33.6MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY5.1MShares$150 Million0.37% of portfolio
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Morgan Stanley New York, NY3.69MShares$109 Million0.01% of portfolio
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Hartford Funds Management CO LLC Wayne, PA3.35MShares$98.6 Million8.67% of portfolio
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Bank Of America Corp Charlotte, NC2.85MShares$84 Million0.01% of portfolio
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Mill Creek Capital Advisors, LLC Conshohocken, PA2.25MShares$66.4 Million1.6% of portfolio