Wealth Plan Partners, LLC Pimco ETF Tr Municipal Income Put Options Transaction History
Wealth Plan Partners, LLC
- $552 Million
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
---|
Others Institutions Holding MINO
# of Institutions
108Shares Held
5.46MCall Options Held
0Put Options Held
0-
Cwm, LLC516KShares$23.5 Million0.07% of portfolio
-
Great Valley Advisor Group, Inc.415KShares$18.9 Million0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC382KShares$17.4 Million0.01% of portfolio
-
Waterway Wealth Management, LLC The Woodlands, TX374KShares$17 Million5.01% of portfolio
-
Kovitz Investment Group Partners, LLC285KShares$13 Million0.06% of portfolio