Wealth Plan Partners, LLC Innovator U.S. Equity Buffer E Call Options Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BNOV
# of Institutions
86Shares Held
3MCall Options Held
0Put Options Held
0-
Brookstone Capital Management533KShares$21.4 Million0.35% of portfolio
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Penserra Capital Management LLC Orinda, CA331KShares$13.3 Million0.27% of portfolio
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Envestnet Asset Management Inc177KShares$7.11 Million0.0% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE170KShares$6.82 Million0.71% of portfolio
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Commonwealth Equity Services, LLC167KShares$6.69 Million0.01% of portfolio