Ae Wealth Management LLC Simplify Exch.Trad Fds Simplif Put Options Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CDX

# of Institutions

31

Shares Held

4.51M

Call Options Held

0

Put Options Held

0

Simplify Asset Management Inc. New York, NY

1.3M
Shares

$29.8 Million
1.21% of portfolio
Park Edge Advisors, LLC Cleveland, OH

613K
Shares

$14.1 Million
4.05% of portfolio
Prime Capital Investment Advisors, LLC Overland Park, KS

511K
Shares

$11.7 Million
0.14% of portfolio
Wealth Enhancement Advisory Services, LLC

342K
Shares

$7.84 Million
0.01% of portfolio
Flagship Harbor Advisors, LLC

219K
Shares

$5.04 Million
0.28% 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.