Wealth Plan Investment Management, LLC Columbia ETF Tr I Seligman Sem Call Options Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SEMI
# of Institutions
18Shares Held
1.06MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN641KShares$17.2 Million0.0% of portfolio
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Wealth Plan Partners, LLC Omaha, NE171KShares$4.58 Million0.59% of portfolio
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Fermata Advisors, LLC Sonoma, CA39.7KShares$1.06 Million0.21% of portfolio
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Next Level Private LLC Harrison, NY17.7KShares$475,1530.2% of portfolio
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Janney Montgomery Scott LLC13.3KShares$358,1780.0% of portfolio