Wealth Plan Investment Management, LLC Simplify Exch Trad Fds Simplif Put Options Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SPBC
# of Institutions
16Shares Held
790KCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC358KShares$14.2 Million0.08% of portfolio
-
Sfg Wealth Management, Llc.223KShares$8.88 Million4.48% of portfolio
-
Total Clarity Wealth Management, Inc.79.9KShares$3.18 Million0.98% of portfolio
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Lpl Financial LLC Fort Mill, SC55.3KShares$2.2 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ15.4KShares$611,0370.0% of portfolio