Alpine Bank Wealth Management Simplify Exchange Traded Fds H Call Options Transaction History
Alpine Bank Wealth Management
- $662 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding HEQT
# of Institutions
79Shares Held
7.73MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.4 Million1.56% of portfolio
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Lpl Financial LLC Fort Mill, SC628KShares$19.5 Million0.01% of portfolio
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Cwm, LLC576KShares$17.9 Million0.06% of portfolio
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Keudell490KShares$15.2 Million3.49% of portfolio
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Envestnet Asset Management Inc355KShares$11 Million0.0% of portfolio