Wealth Plan Investment Management, LLC Invesco Actively Mngd ETF Tr S Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 6,263 shares of PHDG stock, worth $241,689. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,263
Previous 6,267
0.06%
Holding current value
$241,689
Previous $230,000
1.74%
% of portfolio
0.04%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding PHDG
# of Institutions
51Shares Held
2.43MCall Options Held
0Put Options Held
0-
Asset Allocation Strategies LLC Farmington, MI388KShares$15 Million4.88% of portfolio
-
First Premier Bank352KShares$13.6 Million3.35% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$8.18 Million0.31% of portfolio
-
Financial Enhancement Group LLC Anderson, IN196KShares$7.57 Million1.2% of portfolio
-
January Capital Advisors LLC116KShares$4.49 Million3.38% of portfolio