Wealth Plan Investment Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 76,268 shares of DJD stock, worth $4.1 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
76,268Holding current value
$4.1 Million% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding DJD
# of Institutions
68Shares Held
2.46MCall Options Held
0Put Options Held
0-
Cibc World Market Inc. Toronto, A6566KShares$30.4 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC521KShares$28 Million0.01% of portfolio
-
Barry Investment Advisors, LLC325KShares$17.4 Million5.42% of portfolio
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Morris Retirement Advisors, LLC Parsippany, NJ225KShares$12.1 Million6.21% of portfolio
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Bank Of America Corp Charlotte, NC112KShares$6.03 Million0.0% of portfolio