Wealth Plan Investment Management, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 211,633 shares of FSEP stock, worth $9.69 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
211,633Holding current value
$9.69 Million% of portfolio
1.03%Shares
1 transactions
Others Institutions Holding FSEP
# of Institutions
113Shares Held
4.96MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ448KShares$20.5 Million0.05% of portfolio
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Envestnet Asset Management Inc393KShares$18 Million0.01% of portfolio
-
Cwm, LLC323KShares$14.8 Million0.06% of portfolio
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Cetera Investment Advisers Schaumburg, IL255KShares$11.7 Million0.03% of portfolio
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Commonwealth Equity Services, LLC220KShares$10.1 Million0.01% of portfolio