Envestnet Asset Management Inc Simplify Exch.Trad Fds Simplif Call Options Transaction History

Envestnet Asset Management Inc

$299 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CDX

# of Institutions

27

Shares Held

4.43M

Call Options Held

0

Put Options Held

0

Simplify Asset Management Inc. New York, NY

1.3M
Shares

$30 Million
1.21% of portfolio
Park Edge Advisors, LLC Cleveland, OH

613K
Shares

$14.2 Million
4.05% of portfolio
Ae Wealth Management LLC

559K
Shares

$12.9 Million
0.12% of portfolio
Prime Capital Investment Advisors, LLC Overland Park, KS

511K
Shares

$11.8 Million
0.14% of portfolio
Wealth Enhancement Advisory Services, LLC

342K
Shares

$7.89 Million
0.01% of portfolio

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