Wealth Plan Partners, LLC ETF Ser Solutions Clearshares Put Options Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding OPER

# of Institutions

27

Shares Held

971K

Call Options Held

0

Put Options Held

0

U.S. Capital Wealth Advisors, LLC Austin, TX

392K
Shares

$39.3 Million
1.48% of portfolio
Envestnet Asset Management Inc

215K
Shares

$21.6 Million
0.01% of portfolio
Blueprint Investment Partners LLC Greensboro, NC

131K
Shares

$13.1 Million
3.24% of portfolio
Cic Wealth, LLC Rockville, MD

46.6K
Shares

$4.68 Million
1.21% of portfolio
Signet Financial Management, LLC Parsippany, NJ

37.2K
Shares

$3.73 Million
0.48% of portfolio

About ETF SER SOLUTIONS CLEARSHARES

Ticker OPER
Sector ETFs
Industry ETFs

More about OPER

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.