Wealth Plan Investment Management, LLC Starboard Invt Tr Rh Hedged Mu Call Options Transaction History

Wealth Plan Investment Management, LLC

$923 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AMAX

# of Institutions

18

Shares Held

5.66M

Call Options Held

0

Put Options Held

0

Gallagher Benefit Services, Inc. Rolling Meadows, IL

1.78M
Shares

$14.2 Million
2.86% of portfolio
F3 Logic, LLC

1.78M
Shares

$14.2 Million
2.87% of portfolio
Kestra Private Wealth Services, LLC

815K
Shares

$6.52 Million
0.12% of portfolio
Encompass More Asset Management Danville, CA

428K
Shares

$3.43 Million
1.32% of portfolio
Rockport Wealth LLC Fairview Park, OH

371K
Shares

$2.97 Million
0.8% of portfolio

About STARBOARD INVT TR RH HEDGED MU

Ticker AMAX

More about AMAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.