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 |
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Others Institutions Holding CDX
# of Institutions
27Shares Held
4.43MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.3MShares$30 Million1.21% of portfolio
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Park Edge Advisors, LLC Cleveland, OH613KShares$14.2 Million4.05% of portfolio
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Ae Wealth Management LLC559KShares$12.9 Million0.12% of portfolio
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Prime Capital Investment Advisors, LLC Overland Park, KS511KShares$11.8 Million0.14% of portfolio
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Wealth Enhancement Advisory Services, LLC342KShares$7.89 Million0.01% of portfolio