Wealth Plan Investment Management, LLC Wiswisdomtree Tr Call Options Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DNL
# of Institutions
110Shares Held
12.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY996KShares$37.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC861KShares$32.7 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN781KShares$29.7 Million0.01% of portfolio
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Cwm, LLC754KShares$28.6 Million0.13% of portfolio
-
Ubs Group Ag732KShares$27.8 Million0.01% of portfolio