Plan A Wealth LLC Timothy Plan U S Sm Cap Core E Call Options Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding TPSC
# of Institutions
82Shares Held
3.31MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC380KShares$15.5 Million0.01% of portfolio
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Bare Financial Services, Inc Gap, PA234KShares$9.55 Million3.06% of portfolio
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Christian Investment Advisors, Inc. New Braunfels, TX207KShares$8.43 Million6.91% of portfolio
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Creative Financial Designs Inc206KShares$8.4 Million0.62% of portfolio
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Ambassador Advisors, LLC Lancaster, PA186KShares$7.59 Million1.2% of portfolio