Leo Wealth, LLC Simplify Exchange Traded Fds H Put Options Transaction History
Leo Wealth, LLC
- $1.29 Trillion
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding HEQT
# of Institutions
79Shares Held
7.73MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.3 Million1.56% of portfolio
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Lpl Financial LLC Fort Mill, SC628KShares$19.4 Million0.01% of portfolio
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Cwm, LLC576KShares$17.8 Million0.06% of portfolio
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Keudell490KShares$15.1 Million3.49% of portfolio
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Envestnet Asset Management Inc355KShares$10.9 Million0.0% of portfolio