Creative Planning Global X Fds Adaptive U S Fact Call Options Transaction History
Creative Planning
- $116 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding AUSF
# of Institutions
77Shares Held
12.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.63MShares$209 Million0.35% of portfolio
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Waddell & Associates, LLC1.46MShares$65.7 Million7.02% of portfolio
-
Bogart Wealth, LLC928KShares$41.8 Million1.76% of portfolio
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Lpl Financial LLC Fort Mill, SC729KShares$32.8 Million0.01% of portfolio
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Commonwealth Equity Services, LLC672KShares$30.3 Million0.04% of portfolio