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
49Shares Held
7.18MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.09MShares$30.5 Million0.01% of portfolio
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Private Advisor Group, LLC697KShares$19.6 Million0.12% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE600KShares$16.9 Million1.87% of portfolio
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Wealth Plan Partners, LLC Omaha, NE534KShares$15 Million2.23% of portfolio
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Keudell517KShares$14.5 Million4.09% of portfolio