Wealth Plan Investment Management, LLC Simplify Exchange Traded Fds E Put Options Transaction History
Wealth Plan Investment Management, LLC
- $1.27 Billion
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding HIGH
# of Institutions
57Shares Held
4.92MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC828KShares$00.0% of portfolio
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Beacon Capital Management, LLC543KShares$00.0% of portfolio
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Principal Securities, Inc. Des Moines, IA463KShares$00.21% of portfolio
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Lpl Financial LLC Fort Mill, SC253KShares$00.0% of portfolio
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Envestnet Asset Management Inc219KShares$00.0% of portfolio