Oliver Lagore Vanvalin Investment Group Simplify Exchange Traded Fds S Call Options Transaction History
Oliver Lagore Vanvalin Investment Group
- $263 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding TYA
# of Institutions
46Shares Held
4.04MCall Options Held
0Put Options Held
0-
True Wealth Design, LLC Akron, OH774KShares$9.84 Million3.22% of portfolio
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Ae Wealth Management LLC681KShares$8.65 Million0.06% of portfolio
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Heck Capital Advisors, LLC Rhinelander, WI349KShares$4.44 Million0.37% of portfolio
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Lloyd Advisory Services, Llc. Suwanee, GA313KShares$3.98 Million4.66% of portfolio
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Stapp Wealth Management, Pllc Olympia, WA284KShares$3.61 Million8.36% of portfolio