Dakota Wealth Management Simplify Exch Traded Fds Simpl Call Options Transaction History
Dakota Wealth Management
- $4.24 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CTA
# of Institutions
101Shares Held
6.24MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$19.9 Million0.0% of portfolio
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Orion Portfolio Solutions, LLC474KShares$13.5 Million0.13% of portfolio
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Beacon Capital Management, LLC371KShares$10.6 Million1.66% of portfolio
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Envestnet Asset Management Inc361KShares$10.3 Million0.0% of portfolio
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Clear Creek Financial Management, LLC332KShares$9.47 Million1.05% of portfolio