Napa Wealth Management Simplify Exch Traded Fds Simpl Put Options Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding CTA
# of Institutions
92Shares Held
5.49MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$19.1 Million0.0% of portfolio
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Orion Portfolio Solutions, LLC474KShares$13 Million0.13% of portfolio
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Envestnet Asset Management Inc361KShares$9.92 Million0.0% of portfolio
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Clear Creek Financial Management, LLC331KShares$9.11 Million1.01% of portfolio
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Astor Investment Management LLC327KShares$8.98 Million5.85% of portfolio