Napa Wealth Management Simplify Exch.Trad Fds Simplif Put Options Transaction History

Napa Wealth Management

$209 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CDX

# of Institutions

59

Shares Held

10.7M

Call Options Held

0

Put Options Held

0

Proficio Capital Partners LLC Newton, MA

2.9M
Shares

$65.7 Million
0.34% of portfolio
Ae Wealth Management LLC

1.04M
Shares

$23.6 Million
0.18% of portfolio
Altiora Financial Group, LLC Lebanon, OH

1.01M
Shares

$22.8 Million
4.21% of portfolio
Park Edge Advisors, LLC Cleveland, OH

719K
Shares

$16.3 Million
4.24% of portfolio
Insight Wealth Strategies, LLC San Ramon, CA

515K
Shares

$11.7 Million
1.5% of portfolio

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