Wealth Plan Investment Management, LLC Ea Ser Tr Strive 2000 ETF Transaction History
Wealth Plan Investment Management, LLC
- $1.38 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding STXK
# of Institutions
34Shares Held
1.02MCall Options Held
0Put Options Held
0-
Oxen Free Capital LLC Satellite Beach, FL319KShares$05.88% of portfolio
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Financial Management Network Inc118KShares$00.0% of portfolio
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Summit Financial, LLC Parsippany, NJ114KShares$00.0% of portfolio
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Wealth Plan Partners, LLC Omaha, NE89.3KShares$00.0% of portfolio
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Holistic Planning, LLC Nacogdoches, TX77.9KShares$00.68% of portfolio