Sfg Wealth Management, Llc. Simplify Exch.Trad Fds Simplif Put Options Transaction History
Sfg Wealth Management, Llc.
- $168 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding CDX
# of Institutions
18Shares Held
5.16MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY4.05MShares$95.2 Million6.88% of portfolio
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Park Edge Advisors, LLC Cleveland, OH392KShares$9.22 Million3.06% of portfolio
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Truist Financial Corp179KShares$4.22 Million0.01% of portfolio
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Commonwealth Equity Services, LLC167KShares$3.92 Million0.01% of portfolio
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Authentikos Wealth Advisory, LLC Morgan Hill, CA96.2KShares$2.27 Million1.93% of portfolio