Wealth Plan Partners, LLC Northern Lts Fd Tr Iv Main The Call Options Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding TMAT
# of Institutions
35Shares Held
7.29MCall Options Held
0Put Options Held
0-
Main Management LLC San Francisco, CA2.9MShares$65.3 Million4.25% of portfolio
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Orion Portfolio Solutions, LLC2.52MShares$56.8 Million0.55% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.06MShares$23.9 Million0.06% of portfolio
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Potomac Fund Management Inc /Adv Miami, FL102KShares$2.3 Million1.91% of portfolio
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Lpl Financial LLC Fort Mill, SC82.8KShares$1.86 Million0.0% of portfolio