Wealth Plan Investment Management, LLC Simplify Exchange Traded Fds H Put Options Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding HEQT
# of Institutions
59Shares Held
10.3MCall Options Held
0Put Options Held
0-
Alpine Bank Wealth Management Grand Junction, CO1.85MShares$53 Million8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.21MShares$34.5 Million0.01% of portfolio
-
Keudell840KShares$24 Million5.78% of portfolio
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Private Advisor Group, LLC820KShares$23.5 Million0.15% of portfolio
-
Cwm, LLC540KShares$15.5 Million0.06% of portfolio