Insight Wealth Strategies, LLC Simplify Exch.Trad Fds Simplif Put Options Transaction History
Insight Wealth Strategies, LLC
- $788 Million
- Q3 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding CDX
# of Institutions
49Shares Held
8.41MCall Options Held
0Put Options Held
0-
Proficio Capital Partners LLC Newton, MA2.9MShares$66.2 Million0.34% of portfolio
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Ae Wealth Management LLC863KShares$19.7 Million0.17% of portfolio
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Park Edge Advisors, LLC Cleveland, OH719KShares$16.4 Million4.24% of portfolio
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Lpl Financial LLC Fort Mill, SC422KShares$9.62 Million0.0% of portfolio
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Commonwealth Equity Services, LLC369KShares$8.42 Million0.01% of portfolio