Wealth Plan Partners, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
A detailed history of Wealth Plan Partners, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 89,956 shares of FOCT stock, worth $3.72 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
89,956Holding current value
$3.72 Million% of portfolio
0.54%Shares
4 transactions
Others Institutions Holding FOCT
# of Institutions
132Shares Held
5.37MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL531KShares$21.9 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL340KShares$14.1 Million0.03% of portfolio
-
Le Clair Wealth Partners LLC Dublin, OH285KShares$11.8 Million8.1% of portfolio
-
Envestnet Asset Management Inc276KShares$11.4 Million0.0% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY273KShares$11.3 Million0.24% of portfolio