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
44Shares Held
6.02MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$26.1 Million0.16% of portfolio
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Wealth Plan Partners, LLC Omaha, NE564KShares$16.7 Million2.19% of portfolio
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Keudell519KShares$15.3 Million4.09% of portfolio
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Cwm, LLC471KShares$13.9 Million0.06% of portfolio
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Financial Enhancement Group LLC Anderson, IN436KShares$12.9 Million2.21% of portfolio