Holistic Planning, LLC First Tr Ex Tr Viii Cboe Vest Put Options Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DMAR
# of Institutions
90Shares Held
3.65MCall Options Held
0Put Options Held
0-
Oppenheimer & CO Inc New York, NY589KShares$22.1 Million0.34% of portfolio
-
Cetera Investment Advisers Schaumburg, IL306KShares$11.5 Million0.03% of portfolio
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Kestra Advisory Services, LLC230KShares$8.63 Million0.05% of portfolio
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Foguth Wealth Management, Llc. Brighton, MI151KShares$5.66 Million2.04% of portfolio
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Signal Advisors Wealth, LLC Detroit, MI148KShares$5.55 Million0.79% of portfolio