Ae Wealth Management LLC Simplify ETF Simplify Volatili 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

No transaction found.

Others Institutions Holding SVOL

# of Institutions

99

Shares Held

6.35M

Call Options Held

11.5K

Put Options Held

105K

Peak Financial Advisors LLC

487K
Shares

$9.7 Million
6.48% of portfolio
Beacon Capital Management, LLC

415K
Shares

$8.26 Million
1.38% of portfolio
Cumberland Partners LTD Toronto, A6

335K
Shares

$6.68 Million
0.52% of portfolio
Legacy Investment Solutions, LLC Meridian, ID

335K
Shares

$6.67 Million
4.99% of portfolio
Legacy Wealth Managment, Llc/Id Boise, ID

335K
Shares

$6.67 Million
4.99% of portfolio

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

More about SVOL

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.