Wealth Plan Partners, LLC Vaneck ETF Tr Investment Grade Call Options Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FLTR
# of Institutions
217Shares Held
50.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX11.7MShares$297 Million2.12% of portfolio
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Pinnacle Wealth Planning Services, Inc.3.86MShares$98.3 Million2.24% of portfolio
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Lpl Financial LLC Fort Mill, SC3.07MShares$78.4 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA3.04MShares$77.4 Million0.02% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny1.85MShares$47.1 Million0.07% of portfolio