Wealth Plan Investment Management, LLC Simplify Exchange Traded Fds H 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 HEQT
# of Institutions
39Shares Held
5.93MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$26.7 Million0.16% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE564KShares$17 Million2.19% of portfolio
-
Keudell519KShares$15.7 Million4.09% of portfolio
-
Cwm, LLC471KShares$14.2 Million0.06% of portfolio
-
Financial Enhancement Group LLC Anderson, IN436KShares$13.1 Million2.21% of portfolio