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
103Shares Held
7.48MCall Options Held
11.5KPut Options Held
105K-
Beacon Capital Management, LLC873KShares$14.5 Million2.6% of portfolio
-
Peak Financial Advisors LLC502KShares$8.32 Million5.88% of portfolio
-
Parkside Investments, LLC383KShares$6.35 Million1.05% of portfolio
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Pom Investment Strategies, LLC Raleigh, NC347KShares$5.75 Million7.37% of portfolio
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Cumberland Partners LTD Toronto, A6335KShares$5.55 Million0.52% of portfolio