Wealth Plan Investment Management, LLC Starboard Invt Tr Rh Hedged Mu Transaction History
Wealth Plan Investment Management, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in Starboard Invt Tr Rh Hedged Mu stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 12,502 shares of AMAX stock, worth $100,266. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,502
Previous 13,122
4.72%
Holding current value
$100,266
Previous $103,000
0.97%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding AMAX
# of Institutions
23Shares Held
7.1MCall Options Held
0Put Options Held
0-
Gallagher Benefit Services, Inc. Rolling Meadows, IL1.78MShares$14.3 Million2.86% of portfolio
-
F3 Logic, LLC1.78MShares$14.3 Million2.87% of portfolio
-
Kestra Private Wealth Services, LLC1MShares$8.06 Million0.12% of portfolio
-
Encompass More Asset Management Danville, CA665KShares$5.33 Million1.33% of portfolio
-
Partners Wealth Management, LLC Carmel By The Sea, CA494KShares$3.96 Million4.0% of portfolio