Holistic Planning, LLC Frst Tr Ex Trd Viii Cboe Vest Call Options Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XSEP
# of Institutions
58Shares Held
1.74MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC341KShares$00.02% of portfolio
-
Kestra Advisory Services, LLC177KShares$00.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ155KShares$00.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL104KShares$00.0% of portfolio
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Chris Bulman Inc Roseville, CA79.7KShares$02.08% of portfolio