Ae Wealth Management LLC Simplify Exch.Trad Fds Simplif Call Options Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CDX
# of Institutions
20Shares Held
3.1MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.37MShares$31.7 Million1.74% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH423KShares$9.76 Million3.23% of portfolio
-
Truist Financial Corp204KShares$4.7 Million0.01% of portfolio
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Commonwealth Equity Services, LLC170KShares$3.91 Million0.01% of portfolio
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Flagship Harbor Advisors, LLC126KShares$2.91 Million0.17% of portfolio