Wealth Plan Partners, LLC Simplify Exchange Traded Fds H 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 HEQT
# of Institutions
44Shares Held
4.93MCall Options Held
0Put Options Held
0-
Keudell506KShares$14.6 Million4.1% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE424KShares$12.3 Million0.46% of portfolio
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Cwm, LLC371KShares$10.7 Million0.05% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE360KShares$10.4 Million1.62% of portfolio
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Lpl Financial LLC Fort Mill, SC315KShares$9.1 Million0.0% of portfolio