Smart Wealth LLC First Tr Ex Tr Fd Viii Cboe Ve Call Options Transaction History
Smart Wealth LLC
- $319 Billion
 - Q2 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding QDEC
# of Institutions
108Shares Held
8.35MCall Options Held
0Put Options Held
0- 
    
      Sequent Planning LLC Omaha, NE2.11MShares$66 Million19.62% of portfolio
 - 
    
      Advisor Group Holdings, Inc. Phoenix, AZ483KShares$15.1 Million0.03% of portfolio
 - 
    
      Cetera Investment Advisers Schaumburg, IL467KShares$14.6 Million0.02% of portfolio
 - 
    
      Kaye Capital Management El Segundo, CA442KShares$13.8 Million5.68% of portfolio
 - 
    
      Modern Wealth Management, LLC Lenexa, KS442KShares$13.8 Million0.34% of portfolio