Wealth Plan Partners, LLC Starboard Invt Tr Put Options Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding AGOX
# of Institutions
50Shares Held
9.51MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC1.92MShares$53.5 Million0.32% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.4MShares$39 Million1.8% of portfolio
-
Kestra Private Wealth Services, LLC1.05MShares$29.1 Million0.57% of portfolio
-
Octavia Wealth Advisors, LLC788KShares$21.9 Million2.82% of portfolio
-
Envestnet Asset Management Inc534KShares$14.9 Million0.01% of portfolio