Wealth Plan Investment Management, LLC Simplify Exchange Traded Fds E 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 HIGH
# of Institutions
84Shares Held
8.49MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC1.09MShares$00.0% of portfolio
-
Ubs Group Ag751KShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA695KShares$00.0% of portfolio
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Envestnet Asset Management Inc542KShares$00.0% of portfolio
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Lpl Financial LLC Fort Mill, SC439KShares$00.0% of portfolio