Sfg Wealth Management, Llc. Simplify Exch.Trad Fds Simplif Put Options Transaction History
Sfg Wealth Management, Llc.
- $181 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding CDX
# of Institutions
20Shares Held
3.1MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.37MShares$30.2 Million1.74% of portfolio
-
Ae Wealth Management LLC480KShares$10.5 Million0.12% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH423KShares$9.29 Million3.23% of portfolio
-
Truist Financial Corp204KShares$4.47 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC170KShares$3.72 Million0.01% of portfolio