Ae Wealth Management LLC Simplify Exch Traded Fds Us Eq 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 |
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Others Institutions Holding SPUC
# of Institutions
17Shares Held
2.83MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY2.33MShares$108 Million3.62% of portfolio
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Commonwealth Equity Services, LLC199KShares$9.18 Million0.01% of portfolio
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Hilltop Holdings Inc. Dallas, TX36.4KShares$1.68 Million0.09% of portfolio
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Lloyd Advisory Services, Llc. Suwanee, GA34.3KShares$1.59 Million1.48% of portfolio
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B.O.S.S. Retirement Advisors, LLC Lehi, UT19.7KShares$912,6130.22% of portfolio