Holistic Planning, LLC Frst Tr Ex Trd Viii Cboe Vest Call Options Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding XSEP
# of Institutions
51Shares Held
2.09MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC545KShares$00.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ286KShares$00.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL176KShares$00.0% of portfolio
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Envestnet Asset Management Inc143KShares$00.0% of portfolio
-
Kestra Advisory Services, LLC102KShares$00.0% of portfolio