Wealth Plan Investment Management, LLC Invesco Actively Mngd ETF Tr S Put Options Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding PHDG
# of Institutions
56Shares Held
2.44MCall Options Held
0Put Options Held
0-
First Premier Bank348KShares$12.1 Million3.22% of portfolio
-
Asset Allocation Strategies LLC Farmington, MI239KShares$8.32 Million2.17% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$7.36 Million0.31% of portfolio
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Lcnb Corp Lebanon, OH126KShares$4.38 Million1.71% of portfolio
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January Capital Advisors LLC116KShares$4.05 Million3.38% of portfolio