Avantax Advisory Services, Inc. Simplify Exch.Trad Fds Simplif Call Options Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CDX
# of Institutions
20Shares Held
3.1MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.37MShares$32.1 Million1.74% of portfolio
-
Ae Wealth Management LLC480KShares$11.2 Million0.12% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH423KShares$9.88 Million3.23% of portfolio
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Truist Financial Corp204KShares$4.76 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC170KShares$3.96 Million0.01% of portfolio