Lionsbridge Wealth Management LLC Simplify Exchange Traded Fds H Put Options Transaction History
Lionsbridge Wealth Management LLC
- $120 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 HEQT
# of Institutions
43Shares Held
5.65MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$25.8 Million0.16% of portfolio
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Wealth Plan Partners, LLC Omaha, NE546KShares$15.9 Million1.62% of portfolio
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Keudell506KShares$14.8 Million4.1% of portfolio
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Cwm, LLC471KShares$13.7 Million0.06% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE360KShares$10.5 Million1.62% of portfolio