Ae Wealth Management LLC Two Rds Shared Tr Leadershares Call Options Transaction History
Ae Wealth Management LLC
- $11.7 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 ACTV
# of Institutions
18Shares Held
498KCall Options Held
0Put Options Held
0-
Redwood Investment Management, LLC Scottsdale, AZ171KShares$5.73 Million0.57% of portfolio
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Lpl Financial LLC Fort Mill, SC121KShares$4.03 Million0.0% of portfolio
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Strategic Wealth Advisors Group, LLC Sacramento, CA101KShares$3.36 Million0.11% of portfolio
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Cambridge Investment Research Advisors, Inc.36.4KShares$1.22 Million0.0% of portfolio
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Ubs Group Ag12.7KShares$425,9310.0% of portfolio