Wealth Plan Investment Management, LLC Columbia ETF Tr I Seligman Sem 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 |
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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$16.7 Million0.0% of portfolio
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Wealth Plan Partners, LLC Omaha, NE158KShares$4.11 Million0.57% of portfolio
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Fermata Advisors, LLC Sonoma, CA37.2KShares$969,6850.19% of portfolio
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Next Level Private LLC Harrison, NY18.3KShares$475,9850.2% of portfolio
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Janney Montgomery Scott LLC15.4KShares$400,2840.0% of portfolio