Smart Wealth LLC First Tr Ex Tr Fd Viii Cboe Ve Put Options Transaction History
Smart Wealth LLC
- $319 Billion
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding QDEC
# of Institutions
109Shares Held
8.36MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE2.11MShares$67 Million19.62% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ483KShares$15.3 Million0.03% of portfolio
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Cetera Investment Advisers Schaumburg, IL467KShares$14.8 Million0.02% of portfolio
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Kaye Capital Management El Segundo, CA442KShares$14 Million5.68% of portfolio
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Modern Wealth Management, LLC Lenexa, KS442KShares$14 Million0.34% of portfolio