Wealth Plan Investment Management, LLC First Tr Long/Short Equity ETF Call Options Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FTLS
# of Institutions
190Shares Held
16.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.45MShares$282 Million0.02% of portfolio
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Royal Bank Of Canada Toronto, A61.68MShares$106 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.56MShares$99 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN950KShares$60.3 Million0.02% of portfolio
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Envestnet Asset Management Inc523KShares$33.1 Million0.01% of portfolio