Essential Planning, Llc. Aim ETF Tr Allianzim Us Lg Cap Transaction History
Essential Planning, Llc.
- $15 Billion
- Q4 2024
A detailed history of Essential Planning, Llc. transactions in Aim ETF Tr Allianzim Us Lg Cap stock. As of the latest transaction made, Essential Planning, Llc. holds 100,752 shares of SIXO stock, worth $3.32 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
100,752Holding current value
$3.32 Million% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SIXO
# of Institutions
61Shares Held
5.68MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC1.68MShares$55.3 Million0.52% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA482KShares$15.9 Million13.32% of portfolio
-
Commonwealth Equity Services, LLC473KShares$15.6 Million0.02% of portfolio
-
B.O.S.S. Retirement Advisors, LLC Lehi, UT306KShares$10.1 Million2.77% of portfolio
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Raymond James Financial Inc St. Petersburg, FL301KShares$9.93 Million0.0% of portfolio