Ae Wealth Management LLC Simplify ETF Simplify Volatili Put Options Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.96MCall Options Held
11.5KPut Options Held
105K-
Beacon Capital Management, LLC873KShares$13.4 Million2.6% of portfolio
-
Peak Financial Advisors LLC502KShares$7.71 Million5.88% of portfolio
-
Parkside Investments, LLC383KShares$5.88 Million1.05% of portfolio
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Cumberland Partners LTD Toronto, A6335KShares$5.14 Million0.52% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID335KShares$5.13 Million4.99% of portfolio