Napa Wealth Management Simplify Exch.Trad Fds Simplif Call Options Transaction History

Napa Wealth Management

$209 Billion
Q2 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

57

Shares Held

9.23M

Call Options Held

0

Put Options Held

0

Proficio Capital Partners LLC Newton, MA

2.9M
Shares

$65.8 Million
0.34% of portfolio
Ae Wealth Management LLC

1.04M
Shares

$23.6 Million
0.18% of portfolio
Park Edge Advisors, LLC Cleveland, OH

719K
Shares

$16.3 Million
4.24% of portfolio
Insight Wealth Strategies, LLC San Ramon, CA

515K
Shares

$11.7 Million
1.5% of portfolio
Lpl Financial LLC Fort Mill, SC

422K
Shares

$9.56 Million
0.0% of portfolio

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