Wealth Plan Investment Management, LLC Ishares Core Dividend Growth E Call Options Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DGRO
# of Institutions
1,042Shares Held
253MCall Options Held
1.36MPut Options Held
123K-
Morgan Stanley New York, NY18.9MShares$1.09 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.7MShares$1.02 Billion0.1% of portfolio
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Lpl Financial LLC Fort Mill, SC11.9MShares$688 Million0.38% of portfolio
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Black Rock Inc. New York, NY9.66MShares$558 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.71MShares$503 Million0.76% of portfolio