Wealth Plan Investment Management, LLC Pimco ETF Tr Municipal Income Call Options Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MINO
# of Institutions
67Shares Held
2.94MCall Options Held
0Put Options Held
0-
Cwm, LLC405KShares$18.4 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC285KShares$12.9 Million0.01% of portfolio
-
Private Advisor Group, LLC191KShares$8.7 Million0.06% of portfolio
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Waterway Wealth Management, LLC The Woodlands, TX167KShares$7.6 Million3.32% of portfolio
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Carson Allaria Wealth Management, Ltd.155KShares$7.06 Million4.24% of portfolio