Wealth Plan Partners, LLC First Trust Dorsey Wright Focu Call Options Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FV
# of Institutions
327Shares Held
42.6MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$420 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC4.19MShares$255 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA4.14MShares$252 Million0.06% of portfolio
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Commonwealth Equity Services, LLC2.81MShares$172 Million0.25% of portfolio
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Raymond James & Associates St Petersburg, FL1.67MShares$102 Million0.06% of portfolio