Great Diamond Partners, LLC Simplify Exch Traded Fds Simpl Call Options Transaction History
Great Diamond Partners, LLC
- $387 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CTA
# of Institutions
92Shares Held
5.49MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.6 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.4 Million0.0% of portfolio
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Clear Creek Financial Management, LLC331KShares$9.51 Million1.01% of portfolio
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Astor Investment Management LLC327KShares$9.37 Million5.85% of portfolio