Wealth Plan Investment Management, LLC Advisorshares Tr Q Dynamic Gro 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 QPX

# of Institutions

13

Shares Held

614K

Call Options Held

0

Put Options Held

0

Encompass More Asset Management Danville, CA

152K
Shares

$5.54 Million
2.05% of portfolio
Cetera Investment Advisers Schaumburg, IL

99.2K
Shares

$3.62 Million
0.01% of portfolio
Sentinus, LLC Oak Brook, IL

82.7K
Shares

$3.02 Million
0.73% of portfolio
Professional Financial Advisors, LLC

65.5K
Shares

$2.39 Million
0.62% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

64.6K
Shares

$2.36 Million
0.01% of portfolio

About ADVISORSHARES TR Q DYNAMIC GRO

Ticker QPX
Sector ETFs
Industry ETFs

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.