Wealth Plan Partners, LLC Options Holdings
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 409
- Current Value $966 Billion
- Prior Value $973 Billion
- Filing
- Period Q1 2024
- Filing Date May 07, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 35 stocks
- Additional Purchases 113 stocks
- Sold out of 0 stocks
- Reduced holdings in 131 stocks