Wealth Plan Investment Management, LLC First Tr Ex Trad Fd Viii Cboe Call Options Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding FOCT
# of Institutions
113Shares Held
3.7MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL531KShares$23.2 Million0.01% of portfolio
-
Bleakley Financial Group, LLC Fairfield, NJ271KShares$11.8 Million0.35% of portfolio
-
Cwm, LLC189KShares$8.24 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH144KShares$6.3 Million2.14% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL132KShares$5.76 Million0.01% of portfolio