Peterson Financial Group, Inc. Simplify Exch Traded Fds Simpl Call Options Transaction History

Peterson Financial Group, Inc.

$26 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CTA

# of Institutions

92

Shares Held

5.49M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

697K
Shares

$18.8 Million
0.0% of portfolio
Orion Portfolio Solutions, LLC

474K
Shares

$12.8 Million
0.13% of portfolio
Envestnet Asset Management Inc

361K
Shares

$9.74 Million
0.0% of portfolio
Clear Creek Financial Management, LLC

331K
Shares

$8.94 Million
1.01% of portfolio
Astor Investment Management LLC

327K
Shares

$8.81 Million
5.85% of portfolio

About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peterson Financial Group, Inc. with notifications on news.