Diversify Advisory Services, LLC Simplify Exchange Traded Fds H Call Options Transaction History
Diversify Advisory Services, LLC
- $1.6 Trillion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding HEQT
# of Institutions
68Shares Held
8.44MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.21MShares$36.7 Million0.01% of portfolio
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Private Advisor Group, LLC820KShares$24.9 Million0.15% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE659KShares$20 Million1.56% of portfolio
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Cwm, LLC576KShares$17.5 Million0.06% of portfolio
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Keudell490KShares$14.9 Million3.49% of portfolio