Ae Wealth Management LLC Agf Invts Tr Agfiq Us Mkt Neut Call Options Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BTAL
# of Institutions
89Shares Held
11MCall Options Held
0Put Options Held
0-
Federation Des Caisses Desjardins Du Quebec Levis, A82.4MShares$39.4 Million0.2% of portfolio
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Tmd Wealth Management, LLC1.26MShares$20.6 Million6.37% of portfolio
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Kovitz Investment Group Partners, LLC871KShares$14.3 Million0.07% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS604KShares$9.89 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC441KShares$7.24 Million0.0% of portfolio