Ae Wealth Management LLC Simplify ETF Simplify Volatili Call Options Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SVOL
# of Institutions
98Shares Held
6.32MCall Options Held
11.5KPut Options Held
105K-
Peak Financial Advisors LLC502KShares$9.08 Million5.88% of portfolio
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Beacon Capital Management, LLC415KShares$7.49 Million1.38% of portfolio
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Cumberland Partners LTD Toronto, A6335KShares$6.06 Million0.52% of portfolio
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Legacy Wealth Managment, Llc/Id Boise, ID335KShares$6.04 Million4.99% of portfolio
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Legacy Investment Solutions, LLC Meridian, ID335KShares$6.04 Million4.99% of portfolio