Wealth Plan Partners, LLC Ishares Tr U S Divid & Buyback Put Options Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
---|
Others Institutions Holding DIVB
# of Institutions
94Shares Held
5.33MCall Options Held
0Put Options Held
0-
Roosevelt Investment Group LLC769KShares$37.8 Million1.87% of portfolio
-
Ci Private Wealth, LLC Miami, FL600KShares$29.5 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC596KShares$29.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC422KShares$20.7 Million0.0% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI321KShares$15.8 Million5.65% of portfolio