Wealth Plan Partners, LLC Wisdomtree Tr Call Options Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DTH
# of Institutions
80Shares Held
5.39MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.38MShares$54.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY624KShares$24.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC398KShares$15.7 Million0.01% of portfolio
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Vertex Planning Partners, LLC Downers Grove, IL326KShares$12.8 Million3.24% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA199KShares$7.83 Million0.09% of portfolio