Wealth Plan Investment Management, LLC Columbia ETF Tr I Seligman Sem Call Options Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SEMI
# of Institutions
18Shares Held
1.06MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN641KShares$16.3 Million0.0% of portfolio
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Wealth Plan Partners, LLC Omaha, NE176KShares$4.47 Million0.52% of portfolio
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Fermata Advisors, LLC Sonoma, CA43.7KShares$1.11 Million0.29% of portfolio
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Next Level Private LLC Harrison, NY18.5KShares$470,2000.24% of portfolio
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Janney Montgomery Scott LLC9.22KShares$234,4640.0% of portfolio