Collaborative Wealth Managment Inc. Simplify ETF Simplify Volatili Call Options Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SVOL
# of Institutions
103Shares Held
7.97MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC1.38MShares$22.9 Million0.24% of portfolio
-
Beacon Capital Management, LLC873KShares$14.5 Million2.6% of portfolio
-
Peak Financial Advisors LLC502KShares$8.32 Million5.88% of portfolio
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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