Sfg Wealth Management, Llc. Simplify Exch.Trad Fds Simplif Call Options Transaction History
Sfg Wealth Management, Llc.
- $183 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CDX
# of Institutions
21Shares Held
3.22MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.37MShares$30.7 Million1.74% of portfolio
-
Ae Wealth Management LLC480KShares$10.7 Million0.12% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH409KShares$9.14 Million2.92% of portfolio
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Truist Financial Corp204KShares$4.55 Million0.01% of portfolio
-
Flagship Harbor Advisors, LLC184KShares$4.1 Million0.22% of portfolio