Wealth Plan Investment Management, LLC Innovator U.S. Equity Ultra Bu 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 UMAR
# of Institutions
76Shares Held
4.9MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.55MShares$60.3 Million0.88% of portfolio
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Talon Private Wealth, LLC The Villages, FL908KShares$35.3 Million4.71% of portfolio
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Mgo One Seven LLC Beachwood, OH248KShares$9.64 Million0.32% of portfolio
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Lantz Financial LLC196KShares$7.61 Million1.95% of portfolio
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Kfg Wealth Management, LLC Granger, IN149KShares$5.8 Million1.29% of portfolio