Copia Wealth Management Simplify Exchange Traded Fds S Put Options Transaction History
Copia Wealth Management
- $119 Billion
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding PINK
# of Institutions
49Shares Held
2.84MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC598KShares$17 Million0.03% of portfolio
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Gladstone Institutional Advisory LLC Boca Raton, FL570KShares$16.2 Million0.81% of portfolio
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Lpl Financial LLC Fort Mill, SC243KShares$6.9 Million0.0% of portfolio
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Fortis Group Advisors, LLC Westwood, NJ204KShares$5.81 Million1.16% of portfolio
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High Tower Advisors, LLC Chicago, IL172KShares$4.9 Million0.01% of portfolio