True Wealth Design, LLC Simplify Exchange Traded Fds S Call Options Transaction History
True Wealth Design, LLC
- $284 Billion
- Q2 2025
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
44Shares Held
9.26MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.02MShares$38.4 Million2.25% of portfolio
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Ae Wealth Management LLC1.7MShares$21.6 Million0.18% of portfolio
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Lloyd Advisory Services, Llc. Suwanee, GA637KShares$8.09 Million7.81% of portfolio
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Heck Capital Advisors, LLC Rhinelander, WI348KShares$4.42 Million0.4% of portfolio
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Stapp Wealth Management, Pllc Olympia, WA280KShares$3.56 Million9.18% of portfolio