Ae Wealth Management LLC Two Rds Shared Tr Leadershares Call Options Transaction History
Ae Wealth Management LLC
- $8.07 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SQEW
# of Institutions
24Shares Held
3.25MCall Options Held
0Put Options Held
0-
Redwood Investment Management, LLC Scottsdale, AZ1.53MShares$51.5 Million4.8% of portfolio
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Lpl Financial LLC Fort Mill, SC770KShares$25.8 Million0.01% of portfolio
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Strategic Wealth Advisors Group, LLC Sacramento, CA132KShares$4.44 Million0.15% of portfolio
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Perennial Investment Advisors, LLC Los Angeles, CA121KShares$4.05 Million0.6% of portfolio
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Mariner, LLC Overland Park, KS116KShares$3.9 Million0.01% of portfolio