Wealth Plan Investment Management, LLC Frst Tr Ex Trd Viii Cboe Vest Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 2024
Shares
8 transactions
Others Institutions Holding XSEP
# of Institutions
50Shares Held
1.99MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC572KShares$00.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ209KShares$00.0% of portfolio
-
Kestra Advisory Services, LLC132KShares$00.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL125KShares$00.0% of portfolio
-
Lincoln National Corp111KShares$00.0% of portfolio