Ae Wealth Management LLC Simplify Exchange Traded Fds E Call Options Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding HIGH
# of Institutions
58Shares Held
4.91MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE560KShares$00.0% of portfolio
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Beacon Capital Management, LLC543KShares$00.0% of portfolio
-
Principal Securities, Inc. Des Moines, IA463KShares$00.21% of portfolio
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Lpl Financial LLC Fort Mill, SC253KShares$00.0% of portfolio
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Envestnet Asset Management Inc219KShares$00.0% of portfolio