Ae Wealth Management LLC Simplify ETF Simplify Volatili 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 SVOL
# of Institutions
97Shares Held
7.39MCall Options Held
125KPut Options Held
60.7K-
Beacon Capital Management, LLC1.17MShares$19.9 Million3.43% of portfolio
-
Parkside Investments, LLC380KShares$6.45 Million1.0% of portfolio
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Pom Investment Strategies, LLC Raleigh, NC347KShares$5.88 Million7.37% of portfolio
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Commonwealth Equity Services, LLC325KShares$5.52 Million0.01% of portfolio
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Elevated Capital Advisors, LLC Sandy, UT237KShares$4.02 Million1.35% of portfolio