Sfg Wealth Management, Llc. Simplify Exch Traded Fds Simpl Call Options Transaction History
Sfg Wealth Management, Llc.
- $181 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CTA
# of Institutions
73Shares Held
3.57MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC488KShares$13.1 Million0.15% of portfolio
-
Clear Creek Financial Management, LLC331KShares$8.92 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$8.79 Million5.85% of portfolio
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Peak Financial Advisors LLC315KShares$8.48 Million5.16% of portfolio
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Lpl Financial LLC Fort Mill, SC287KShares$7.72 Million0.0% of portfolio