Peterson Wealth Advisors, LLC Simplify Exchange Traded Fds H Call Options Transaction History
Peterson Wealth Advisors, LLC
- $485 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding HEQT
# of Institutions
59Shares Held
10.3MCall Options Held
0Put Options Held
0-
Alpine Bank Wealth Management Grand Junction, CO1.85MShares$53 Million8.5% of portfolio
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Lpl Financial LLC Fort Mill, SC1.21MShares$34.5 Million0.01% of portfolio
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Keudell840KShares$24 Million5.78% of portfolio
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Private Advisor Group, LLC820KShares$23.5 Million0.15% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE600KShares$17.2 Million1.87% of portfolio