Ae Wealth Management LLC Simplify Exch Traded Fds Simpl Call Options Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CTA
# of Institutions
115Shares Held
8.61MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$19.8 Million0.0% of portfolio
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Envestnet Asset Management Inc465KShares$13.6 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.2 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC420KShares$12.3 Million0.0% of portfolio
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Beacon Capital Management, LLC371KShares$10.8 Million1.66% of portfolio