Jeppson Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Put Options Transaction History
Jeppson Wealth Management, LLC
- $262 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DES
# of Institutions
346Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$75.5 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.15MShares$73.8 Million0.01% of portfolio
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Ubs Group Ag1.83MShares$62.8 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.65MShares$56.6 Million0.03% of portfolio
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Creative Planning Overland Park, KS1.49MShares$51.3 Million0.05% of portfolio