Wealth Plan Investment Management, LLC Innovator Etfs Tr Growth Accel Call Options Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding XDQQ
# of Institutions
16Shares Held
761KCall Options Held
0Put Options Held
0-
Authentikos Wealth Advisory, LLC Morgan Hill, CA250KShares$7.45 Million8.35% of portfolio
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Cambridge Investment Research Advisors, Inc.195KShares$5.83 Million0.02% of portfolio
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Andina Capital Management, LLC Lehi, UT67KShares$2 Million1.55% of portfolio
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Capasso Planning Partners LLC Charleston, SC50.3KShares$1.5 Million0.6% of portfolio
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Cetera Investment Advisers Schaumburg, IL46.9KShares$1.4 Million0.0% of portfolio