Wealth Plan Investment Management, LLC Columbia ETF Tr I Seligman Sem Put Options Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SEMI
# of Institutions
10Shares Held
1.02MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN641KShares$18.3 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE182KShares$5.19 Million0.47% of portfolio
-
Fermata Advisors, LLC Sonoma, CA53.9KShares$1.54 Million0.31% of portfolio
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Next Level Private LLC Harrison, NY17.7KShares$505,1970.21% of portfolio
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Resources Management Corp West Hartford, CT1.2KShares$34,2120.0% of portfolio