Wealth Plan Partners, LLC ETF Ser Solutions Call Options Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PPTY
# of Institutions
24Shares Held
3.88MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN3.29MShares$110 Million1.38% of portfolio
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Tap Consulting, LLC174KShares$5.83 Million1.16% of portfolio
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Vident Advisory, LLC Alpharetta, GA89.4KShares$2.99 Million0.07% of portfolio
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Mercer Global Advisors Inc Denver, CO87.8KShares$2.94 Million0.01% of portfolio
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Morgan Stanley New York, NY65KShares$2.17 Million0.0% of portfolio