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
82Shares Held
8.26MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC1.09MShares$00.0% of portfolio
-
Ubs Group Ag854KShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA719KShares$00.0% of portfolio
-
Envestnet Asset Management Inc542KShares$00.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC461KShares$00.0% of portfolio