Ae Wealth Management LLC Simplify Exch.Trad Fds Simplif 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

No transaction found.

Others Institutions Holding CDX

# of Institutions

26

Shares Held

3.9M

Call Options Held

0

Put Options Held

0

Simplify Asset Management Inc. New York, NY

1.3M
Shares

$30.2 Million
1.21% of portfolio
Prime Capital Investment Advisors, LLC Overland Park, KS

511K
Shares

$11.9 Million
0.14% of portfolio
Park Edge Advisors, LLC Cleveland, OH

428K
Shares

$9.93 Million
3.0% of portfolio
Flagship Harbor Advisors, LLC

219K
Shares

$5.09 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

179K
Shares

$4.15 Million
0.01% of portfolio

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.