Wealth Plan Investment Management, LLC Simplify Exchange Traded Fds E Put Options Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding HIGH
# of Institutions
82Shares Held
8.26MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC1.09MShares$00.0% of portfolio
-
Ubs Group Ag854KShares$00.0% of portfolio
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Wells Fargo & Company San Francisco, CA719KShares$00.0% of portfolio
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Envestnet Asset Management Inc542KShares$00.0% of portfolio
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Lpl Financial LLC Fort Mill, SC461KShares$00.0% of portfolio