Stapp Wealth Management, Pllc Simplify Exchange Traded Fds S Call Options Transaction History
Stapp Wealth Management, Pllc
- $59.1 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 TYA
# of Institutions
37Shares Held
6.76MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.84MShares$48.8 Million2.78% of portfolio
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Ae Wealth Management LLC1.02MShares$12.9 Million0.12% of portfolio
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Lloyd Advisory Services, Llc. Suwanee, GA573KShares$7.28 Million6.64% of portfolio
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Mid American Wealth Advisory Group, Inc. Kansas City, MO254KShares$3.23 Million1.8% of portfolio
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B.O.S.S. Retirement Advisors, LLC Lehi, UT140KShares$1.78 Million0.48% of portfolio