Wealth Plan Partners, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
A detailed history of Wealth Plan Partners, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 89,956 shares of FOCT stock, worth $3.88 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
89,956Holding current value
$3.88 Million% of portfolio
0.54%Shares
4 transactions
Others Institutions Holding FOCT
# of Institutions
130Shares Held
5.77MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc563KShares$24.3 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL531KShares$22.9 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL455KShares$19.6 Million0.04% of portfolio
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Le Clair Wealth Partners LLC Dublin, OH285KShares$12.3 Million8.1% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY273KShares$11.8 Million0.24% of portfolio