Wealth Plan Investment Management, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 156,445 shares of FOCT stock, worth $6.6 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
156,445Holding current value
$6.6 Million% of portfolio
0.71%Shares
1 transactions
Others Institutions Holding FOCT
# of Institutions
133Shares Held
5.88MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc563KShares$23.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL531KShares$22.4 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL455KShares$19.2 Million0.04% of portfolio
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Le Clair Wealth Partners LLC Dublin, OH285KShares$12 Million8.1% of portfolio
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Leigh Baldwin & Co., LLC Cazenovia, NY273KShares$11.5 Million0.24% of portfolio