Wealth Plan Investment Management, LLC Ishares Gnma Bond ETF Transaction History
Wealth Plan Investment Management, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Gnma Bond ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,877 shares of GNMA stock, worth $261,056. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,877
Previous 5,889
0.2%
Holding current value
$261,056
Previous $258,000
0.78%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding GNMA
# of Institutions
141Shares Held
7.35MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC808KShares$35.9 Million0.15% of portfolio
-
Fort Pitt Capital Group, LLC791KShares$35.1 Million1.0% of portfolio
-
Northland Capital Management LLC672KShares$29.9 Million18.88% of portfolio
-
Jpmorgan Chase & CO New York, NY589KShares$26.2 Million0.0% of portfolio
-
Portland Global Advisors LLC369KShares$16.4 Million1.84% of portfolio