Wealth Plan Investment Management, LLC Advisorshares Tr Q Dynamic Gro 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 QPX
# of Institutions
12Shares Held
546KCall Options Held
0Put Options Held
0-
Encompass More Asset Management Danville, CA140KShares$4.9 Million3.37% of portfolio
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Cetera Investment Advisers Schaumburg, IL118KShares$4.16 Million0.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ93.3KShares$3.28 Million0.01% of portfolio
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Professional Financial Advisors, LLC65.6KShares$2.3 Million0.63% of portfolio
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Cambridge Investment Research Advisors, Inc.56.8KShares$2 Million0.01% of portfolio