Wealth Plan Investment Management, LLC Siren Divcon Leaders Dividend Transaction History
Wealth Plan Investment Management, LLC
- $1.27 Billion
- Q2 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in Siren Divcon Leaders Dividend stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,491 shares of LEAD stock, worth $405,510. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,491
Previous 5,465
0.48%
Holding current value
$405,510
Previous $354,000
11.3%
% of portfolio
0.03%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding LEAD
# of Institutions
32Shares Held
412KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC108KShares$7.97 Million0.0% of portfolio
-
Jacobi Capital Management LLC58.6KShares$4.33 Million0.29% of portfolio
-
Private Advisor Group, LLC42.8KShares$3.16 Million0.02% of portfolio
-
Capital Advisors, Ltd. LLC30.7KShares$2.27 Million0.27% of portfolio
-
Janney Montgomery Scott LLC28.2KShares$2.08 Million0.01% of portfolio