Wealth Plan Investment Management, LLC Innovator U.S. Equity Buffer E Call Options Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BNOV
# of Institutions
92Shares Held
3.19MCall Options Held
0Put Options Held
0-
Brookstone Capital Management577KShares$24.1 Million0.36% of portfolio
-
Penserra Capital Management LLC Orinda, CA460KShares$19.2 Million0.31% of portfolio
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Envestnet Asset Management Inc179KShares$7.49 Million0.0% of portfolio
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Commonwealth Equity Services, LLC165KShares$6.9 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL125KShares$5.23 Million0.0% of portfolio