Ae Wealth Management LLC Simplify Exch Traded Fds Simpl 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 CTA
# of Institutions
147Shares Held
13.1MCall Options Held
0Put Options Held
0-
Beacon Capital Management, LLC721KShares$20.2 Million3.5% of portfolio
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Wells Fargo & Company San Francisco, CA680KShares$19.1 Million0.0% of portfolio
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Envestnet Asset Management Inc459KShares$12.9 Million0.0% of portfolio
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Orion Portfolio Solutions, LLC454KShares$12.7 Million0.13% of portfolio
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Private Advisor Group, LLC427KShares$12 Million0.08% of portfolio