Sfg Wealth Management, Llc. Simplify Exch.Trad Fds Simplif Call Options Transaction History
Sfg Wealth Management, Llc.
- $168 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CDX
# of Institutions
17Shares Held
5.09MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY4.05MShares$96.4 Million6.88% of portfolio
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Park Edge Advisors, LLC Cleveland, OH392KShares$9.33 Million3.06% of portfolio
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Truist Financial Corp179KShares$4.27 Million0.01% of portfolio
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Commonwealth Equity Services, LLC167KShares$3.97 Million0.01% of portfolio
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Authentikos Wealth Advisory, LLC Morgan Hill, CA96.2KShares$2.29 Million1.93% of portfolio