Ae Wealth Management LLC Northern Lts Fd Tr Iv Sterling Call Options Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding LCG
# of Institutions
14Shares Held
617KCall Options Held
0Put Options Held
0-
B.O.S.S. Retirement Advisors, LLC Lehi, UT134KShares$4.08 Million1.08% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO113KShares$3.45 Million0.21% of portfolio
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Envestnet Asset Management Inc77KShares$2.34 Million0.0% of portfolio
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Truist Financial Corp76.5KShares$2.33 Million0.0% of portfolio
-
D.A. Davidson & Co.62.8KShares$1.91 Million0.01% of portfolio