Wealth Plan Investment Management, LLC Columbia ETF Tr I Seligman Sem Put Options Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SEMI
# of Institutions
15Shares Held
1.04MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN641KShares$16.6 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE182KShares$4.71 Million0.47% of portfolio
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Fermata Advisors, LLC Sonoma, CA43.7KShares$1.13 Million0.29% of portfolio
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Next Level Private LLC Harrison, NY17.7KShares$459,1250.21% of portfolio
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Janney Montgomery Scott LLC9.22KShares$238,8900.0% of portfolio