Wealth Plan Partners, LLC Starboard Invt Tr Call Options Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding AGOX
# of Institutions
50Shares Held
9.51MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC1.92MShares$54 Million0.32% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.4MShares$39.4 Million1.8% of portfolio
-
Kestra Private Wealth Services, LLC1.05MShares$29.4 Million0.57% of portfolio
-
Octavia Wealth Advisors, LLC788KShares$22.2 Million2.82% of portfolio
-
Envestnet Asset Management Inc534KShares$15 Million0.01% of portfolio