Wealth Plan Partners, LLC Columbia ETF Tr I Seligman Sem 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 SEMI
# of Institutions
16Shares Held
1.05MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN641KShares$16 Million0.0% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE132KShares$3.29 Million0.36% of portfolio
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Fermata Advisors, LLC Sonoma, CA37.2KShares$928,3660.19% of portfolio
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Next Level Private LLC Harrison, NY18.3KShares$455,7030.2% of portfolio
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Commonwealth Equity Services, LLC16.6KShares$413,8040.0% of portfolio