Wealth Plan Investment Management, LLC Invesco Fd Tr S&P Smallcap 600 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 RZG
# of Institutions
53Shares Held
975KCall Options Held
0Put Options Held
0-
Twelve Points Wealth Management LLC164KShares$00.0% of portfolio
-
Cwm, LLC154KShares$00.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC135KShares$00.0% of portfolio
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Axiom Advisory, LLC San Diego, CA77.1KShares$00.0% of portfolio
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Morgan Stanley New York, NY46.9KShares$00.0% of portfolio