Wealth Plan Investment Management, LLC Frst Tr Ex Trd Viii Cboe Vest 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 XSEP
# of Institutions
50Shares Held
1.99MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC572KShares$00.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ209KShares$00.0% of portfolio
-
Kestra Advisory Services, LLC132KShares$00.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL125KShares$00.0% of portfolio
-
Lincoln National Corp111KShares$00.0% of portfolio