Wealth Plan Investment Management, LLC Simplify Exchange Traded Fds E Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Simplify Exchange Traded Fds E stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 498,091 shares of HIGH stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
498,091
Previous 542,236
8.14%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding HIGH
# of Institutions
90Shares Held
7.64MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA677KShares$00.0% of portfolio
-
Ae Wealth Management LLC574KShares$00.0% of portfolio
-
Envestnet Asset Management Inc514KShares$00.0% of portfolio
-
Ubs Group Ag404KShares$00.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC360KShares$00.0% of portfolio