Integrated Wealth Concepts LLC Simp Exch.Tra.Fds Simplify Agg Call Options Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AGGH
# of Institutions
33Shares Held
8.29MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY5.19MShares$107 Million6.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ631KShares$13 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC469KShares$9.65 Million0.0% of portfolio
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Stadion Money Management, LLC Watkinsville, GA457KShares$9.4 Million0.75% of portfolio
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Andina Capital Management, LLC Lehi, UT226KShares$4.65 Million3.73% of portfolio