Wealth Plan Partners, LLC First Trust Rising Dividend Ac 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 RDVY
# of Institutions
587Shares Held
149MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.28 Billion0.55% of portfolio
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Morgan Stanley New York, NY15MShares$939 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA8.76MShares$549 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$441 Million0.57% of portfolio
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International Assets Investment Management, LLC Orlando, FL6.8MShares$427 Million0.31% of portfolio