Ae Wealth Management LLC Simplify ETF Simplify Volatili Put Options Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SVOL
# of Institutions
94Shares Held
6.2MCall Options Held
15.7KPut Options Held
163K-
Peak Financial Advisors LLC487KShares$10.4 Million6.48% of portfolio
-
Beacon Capital Management, LLC415KShares$8.89 Million1.38% of portfolio
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Cumberland Partners LTD Toronto, A6335KShares$7.18 Million0.52% of portfolio
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Legacy Investment Solutions, LLC Meridian, ID335KShares$7.17 Million4.99% of portfolio
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Legacy Wealth Managment, Llc/Id Boise, ID335KShares$7.17 Million4.99% of portfolio