Wealth Plan Investment Management, LLC Aim ETF Tr Allianzim Us Lg Cap Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Shares
9 transactions
Others Institutions Holding SIXO
# of Institutions
40Shares Held
2.07MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC448KShares$14.6 Million0.02% of portfolio
-
Ae Wealth Management LLC205KShares$6.67 Million0.07% of portfolio
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Atria Wealth Solutions, Inc. New York, NY156KShares$5.08 Million0.06% of portfolio
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Beck Capital Management, LLC Austin, TX136KShares$4.42 Million1.32% of portfolio
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Ria Advisory Group LLC Ames, IA133KShares$4.33 Million1.5% of portfolio