Ae Wealth Management LLC Simplify Exchange Traded Fds S Put Options Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding TYA
# of Institutions
46Shares Held
3.73MCall Options Held
0Put Options Held
0-
True Wealth Design, LLC Akron, OH774KShares$9.84 Million3.22% of portfolio
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Heck Capital Advisors, LLC Rhinelander, WI349KShares$4.44 Million0.37% of portfolio
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Lloyd Advisory Services, Llc. Suwanee, GA313KShares$3.98 Million4.66% of portfolio
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Stapp Wealth Management, Pllc Olympia, WA284KShares$3.61 Million8.36% of portfolio
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Magnolia Private Wealth, LLC Philadelphia, PA266KShares$3.38 Million2.36% of portfolio