Holistic Planning, LLC First Tr Ex Tr Viii Ft Cboe Ve Put Options Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding QMAR
# of Institutions
86Shares Held
4.91MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC517KShares$15.7 Million5.32% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL408KShares$12.4 Million0.02% of portfolio
-
Cambridge Investment Research Advisors, Inc.313KShares$9.5 Million0.03% of portfolio
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Commonwealth Equity Services, LLC273KShares$8.29 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL256KShares$7.77 Million0.02% of portfolio