Lionsbridge Wealth Management LLC Simplify Exchange Traded Fds H Put Options Transaction History
Lionsbridge Wealth Management LLC
- $109 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 HEQT
# of Institutions
38Shares Held
5.67MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$26.6 Million0.16% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE600KShares$18 Million1.87% of portfolio
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Wealth Plan Partners, LLC Omaha, NE564KShares$17 Million2.19% of portfolio
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Keudell517KShares$15.5 Million4.09% of portfolio
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Cwm, LLC471KShares$14.2 Million0.06% of portfolio