Investment Planning Advisors, Inc. Ea Ser Tr Freedom 100 Emerging Call Options Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FRDM
# of Institutions
125Shares Held
15.2MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$65.6 Million4.19% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.6MShares$56.8 Million0.11% of portfolio
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Northwestern Mutual Wealth Management CO1.33MShares$47.1 Million0.05% of portfolio
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Tanglewood Wealth Management, Inc.881KShares$31.2 Million3.8% of portfolio
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Willis Johnson & Associates, Inc.875KShares$31 Million2.38% of portfolio