Portside Wealth Group, LLC Simplify Exchange Traded Fds H Put Options Transaction History
Portside Wealth Group, LLC
- $524 Billion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding HEQT
# of Institutions
53Shares Held
11.8MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP5.1MShares$141 Million13.1% of portfolio
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Townsquare Capital LLC855KShares$23.6 Million0.34% of portfolio
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Wealth Plan Partners, LLC Omaha, NE542KShares$15 Million1.49% of portfolio
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Orion Portfolio Solutions, LLC542KShares$15 Million0.16% of portfolio
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Keudell506KShares$14 Million4.1% of portfolio