Wealth Plan Investment Management, LLC Siren Divcon Leaders Dividend Call Options Transaction History
Wealth Plan Investment Management, LLC
- $1.27 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding LEAD
# of Institutions
32Shares Held
496KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC108KShares$7.97 Million0.0% of portfolio
-
Jacobi Capital Management LLC58.6KShares$4.33 Million0.29% of portfolio
-
Private Advisor Group, LLC42.8KShares$3.16 Million0.02% of portfolio
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Capital Advisors, Ltd. LLC30.7KShares$2.27 Million0.27% of portfolio
-
Janney Montgomery Scott LLC28.2KShares$2.08 Million0.01% of portfolio