Flagship Harbor Advisors, LLC Simplify Exch.Trad Fds Simplif Call Options Transaction History

Flagship Harbor Advisors, LLC

$1.79 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

23

Shares Held

3.18M

Call Options Held

0

Put Options Held

0

Simplify Asset Management Inc. New York, NY

1.3M
Shares

$29.9 Million
1.61% of portfolio
Ae Wealth Management LLC

510K
Shares

$11.7 Million
0.11% of portfolio
Park Edge Advisors, LLC Cleveland, OH

428K
Shares

$9.85 Million
3.0% of portfolio
Commonwealth Equity Services, LLC

176K
Shares

$4.05 Million
0.01% of portfolio
Mid American Wealth Advisory Group, Inc. Kansas City, MO

130K
Shares

$2.99 Million
1.6% of portfolio

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