Wealth Plan Partners, LLC Simplify Exchange Traded Fds H 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 HEQT
# of Institutions
39Shares Held
5.93MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$26.3 Million0.16% of portfolio
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Keudell519KShares$15.5 Million4.09% of portfolio
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Cwm, LLC471KShares$14 Million0.06% of portfolio
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Financial Enhancement Group LLC Anderson, IN436KShares$13 Million2.21% of portfolio
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Lpl Financial LLC Fort Mill, SC368KShares$10.9 Million0.0% of portfolio