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 SPBC
# of Institutions
17Shares Held
468KCall Options Held
0Put Options Held
0-
Total Clarity Wealth Management, Inc.74.4KShares$2.56 Million0.91% of portfolio
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Private Advisor Group, LLC56.1KShares$1.93 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC51.4KShares$1.77 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ14.3KShares$493,3640.0% of portfolio
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Householder Group Estate & Retirement Specialist, LLC14KShares$482,8720.14% of portfolio