Ae Wealth Management LLC First Tr Exch Trd Fd Viii Ft C 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 |
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Others Institutions Holding DJUL
# of Institutions
112Shares Held
4.97MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph763KShares$33.7 Million10.26% of portfolio
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Raymond James Financial Inc St. Petersburg, FL264KShares$11.7 Million0.0% of portfolio
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Raymond James & Associates St Petersburg, FL259KShares$11.5 Million0.01% of portfolio
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Foguth Wealth Management, Llc. Brighton, MI190KShares$8.41 Million1.89% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ183KShares$8.08 Million0.02% of portfolio