Ae Wealth Management LLC Simplify Exchange Traded Fds S Call Options Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding TYA
# of Institutions
45Shares Held
8.55MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.95MShares$50.2 Million2.04% of portfolio
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Lloyd Advisory Services, Llc. Suwanee, GA637KShares$8.09 Million7.81% of portfolio
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Heck Capital Advisors, LLC Rhinelander, WI348KShares$4.42 Million0.4% of portfolio
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Stapp Wealth Management, Pllc Olympia, WA280KShares$3.56 Million9.18% of portfolio
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Mid American Wealth Advisory Group, Inc. Kansas City, MO272KShares$3.46 Million1.75% of portfolio