Ae Wealth Management LLC Simplify Exch Trad Fds Us Eq P Call Options Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPD

# of Institutions

41

Shares Held

2.07M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

479K
Shares

$16.7 Million
0.02% of portfolio
Ridgepath Capital Management LLC Knoxville, TN

285K
Shares

$9.93 Million
4.38% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.64 Million
0.02% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

143K
Shares

$4.97 Million
0.79% of portfolio
Austin Wealth Management, LLC Austin, TX

113K
Shares

$3.93 Million
0.82% of portfolio

About SIMPLIFY EXCH TRAD FDS US EQ P

Ticker SPD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.