Wealth Plan Investment Management, LLC Ishares Trust Ishares Pfd And Call Options Transaction History
Wealth Plan Investment Management, LLC
- $1.27 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PFF
# of Institutions
1,105Shares Held
196MCall Options Held
358KPut Options Held
909K-
Bank Of America Corp Charlotte, NC21.5MShares$671 Million0.05% of portfolio
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Morgan Stanley New York, NY16.4MShares$512 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA9.02MShares$281 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC8.06MShares$251 Million0.09% of portfolio
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Ubs Group Ag5.6MShares$174 Million0.03% of portfolio