Wealth Plan Investment Management, LLC Simplify Exchange Traded Fds 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 |
|---|
Others Institutions Holding HIGH
# of Institutions
63Shares Held
5.05MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC620KShares$00.0% of portfolio
-
Beacon Capital Management, LLC473KShares$00.0% of portfolio
-
Principal Securities, Inc. Des Moines, IA327KShares$00.17% of portfolio
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Ubs Group Ag280KShares$00.0% of portfolio
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Lpl Financial LLC Fort Mill, SC243KShares$00.0% of portfolio