Ae Wealth Management LLC Barclays Bank PLC Put Options Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
Put Options
	  0 transactions
	
  | Quarter | Operation | Price Per put | puts change | puts Held | SEC Form | 
|---|
Others Institutions Holding CAPE
# of Institutions
45Shares Held
6.78MCall Options Held
0Put Options Held
0- 
    
      Waddell & Associates, LLC1.99MShares$64 Million6.82% of portfolio
- 
    
      Straightline Group LLC Troy, MI971KShares$31.2 Million19.26% of portfolio
- 
    
      Walled Lake Planning & Wealth Management, LLC Winnetka, IL873KShares$28.1 Million10.82% of portfolio
- 
    
      Evensky & Katz LLC552KShares$17.8 Million1.07% of portfolio
- 
    
      Foundations Investment Advisors, LLC353KShares$11.4 Million0.19% of portfolio