Wealth Plan Investment Management, LLC Innovator Etfs Tr Us Equity Ac Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding XBOC
# of Institutions
39Shares Held
1.41MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL428KShares$12.9 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ147KShares$4.42 Million0.01% of portfolio
-
Bullseye Investment Management, LLC125KShares$3.77 Million5.46% of portfolio
-
Blue Bell Private Wealth Management, LLC118KShares$3.54 Million0.7% of portfolio
-
Centaurus Financial, Inc.93.9KShares$2.82 Million0.19% of portfolio