Ae Wealth Management LLC Listed Fds Tr Overlay Shs Smal Call Options Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding OVS
# of Institutions
7Shares Held
404KCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA282KShares$10 Million0.75% of portfolio
-
Bison Wealth, LLC74.8KShares$2.66 Million0.68% of portfolio
-
Johnson & White Wealth Management, LLC York, PA45.6KShares$1.62 Million0.79% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.48KShares$52,7350.0% of portfolio
-
Ubs Group Ag263Shares$9,3520.0% of portfolio