Wealth Plan Investment Management, LLC Ishares Tr Russell 1000 ETF Call Options Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IWB
# of Institutions
1,374Shares Held
93.3MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.07 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.41 Billion0.44% of portfolio
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Bank Of America Corp Charlotte, NC3.64MShares$1.2 Billion0.1% of portfolio
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M&T Bank Corp3.11MShares$1.03 Billion3.25% of portfolio
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Morgan Stanley New York, NY2.82MShares$932 Million0.07% of portfolio