Peak Financial Advisors LLC Simplify Exch Traded Fds Simpl Put Options Transaction History
Peak Financial Advisors LLC
- $156 Million
- Q4 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding CTA
# of Institutions
100Shares Held
5.86MCall 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
-
Beacon Capital Management, LLC371KShares$10.7 Million1.66% of portfolio
-
Envestnet Asset Management Inc361KShares$10.4 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.53 Million1.05% of portfolio