Ae Wealth Management LLC Northern Lts Fd Tr Iv Sterling 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 |
|---|
Others Institutions Holding LCG
# of Institutions
13Shares Held
667KCall Options Held
0Put Options Held
0-
B.O.S.S. Retirement Advisors, LLC Lehi, UT146KShares$4.13 Million1.21% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO130KShares$3.68 Million0.26% of portfolio
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Envestnet Asset Management Inc92.3KShares$2.61 Million0.0% of portfolio
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Truist Financial Corp83.8KShares$2.37 Million0.0% of portfolio
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D.A. Davidson & Co.65.9KShares$1.86 Million0.02% of portfolio