Wealth Plan Investment Management, LLC Ea Ser Tr Strive 1000 Value Et Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding STXV
# of Institutions
25Shares Held
773KCall Options Held
0Put Options Held
0-
Holistic Planning, LLC Nacogdoches, TX183KShares$04.05% of portfolio
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Wealth Plan Partners, LLC Omaha, NE136KShares$00.41% of portfolio
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Oxen Free Capital LLC Satellite Beach, FL132KShares$03.49% of portfolio
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Cambridge Investment Research Advisors, Inc.104KShares$00.01% of portfolio
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Janney Montgomery Scott LLC35.1KShares$00.0% of portfolio