Wealth Plan Investment Management, LLC Ishares Trust Ishares Pfd And 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 |
|---|
Others Institutions Holding PFF
# of Institutions
1,101Shares Held
188MCall Options Held
167KPut Options Held
797K-
Bank Of America Corp Charlotte, NC24.4MShares$804 Million0.07% of portfolio
-
Morgan Stanley New York, NY15.4MShares$507 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA9.04MShares$298 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.17MShares$236 Million0.11% of portfolio
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Ubs Group Ag5.88MShares$194 Million0.04% of portfolio