Simplicity Wealth,Llc First Trust Small Cap Call Options Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FYT
# of Institutions
78Shares Held
2.74MCall Options Held
0Put Options Held
0-
Blueprint Investment Partners LLC Greensboro, NC289KShares$15.1 Million3.0% of portfolio
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Sawtooth Solutions, LLC274KShares$14.3 Million0.41% of portfolio
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Lpl Financial LLC Fort Mill, SC229KShares$12 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA222KShares$11.6 Million0.0% of portfolio
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Morgan Stanley New York, NY182KShares$9.53 Million0.0% of portfolio