Cwm, LLC Simplify Exch Traded Fds Simpl Call Options Transaction History

Cwm, LLC

$33.3 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CTA

# of Institutions

203

Shares Held

29.6M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

2.89M
Shares

$78.9 Million
0.12% of portfolio
Boothe Investment Group, Inc. Dover, DE

1.57M
Shares

$42.9 Million
18.37% of portfolio
Bank Of America Corp Charlotte, NC

924K
Shares

$25.2 Million
0.0% of portfolio
Ae Wealth Management LLC

890K
Shares

$24.3 Million
0.18% of portfolio
Independence Wealth Advisors, LLC Independence, OH

890K
Shares

$24.3 Million
13.65% of portfolio

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