Ae Wealth Management LLC First Tr S&P Reit Index Fd Call Options Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FRI
# of Institutions
79Shares Held
4.78MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY826KShares$22.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC786KShares$21.6 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL573KShares$15.7 Million0.03% of portfolio
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Tcp Asset Management, LLC Columbus, OH290KShares$7.97 Million1.91% of portfolio
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Ubs Group Ag211KShares$5.79 Million0.0% of portfolio