Wealth Plan Investment Management, LLC American Centy ETF Tr Mid Cap Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding MID
# of Institutions
15Shares Held
1.07MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc855KShares$55.2 Million0.02% of portfolio
-
Sunpointe, LLC St. Louis, MO75.9KShares$4.9 Million2.3% of portfolio
-
Mml Investors Services, LLC Springfield, MA50.7KShares$3.27 Million0.01% of portfolio
-
Impact Investors, Inc San Francisco, CA48.1KShares$3.1 Million2.25% of portfolio
-
Brinker Capital Investments, LLC12.1KShares$783,9020.01% of portfolio