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

No transaction found.

Others Institutions Holding CTA

# of Institutions

92

Shares Held

5.49M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

697K
Shares

$18.8 Million
0.0% of portfolio
Orion Portfolio Solutions, LLC

474K
Shares

$12.8 Million
0.13% of portfolio
Envestnet Asset Management Inc

361K
Shares

$9.74 Million
0.0% of portfolio
Clear Creek Financial Management, LLC

331K
Shares

$8.94 Million
1.01% of portfolio
Astor Investment Management LLC

327K
Shares

$8.81 Million
5.85% of portfolio

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