Simplicity Wealth,Llc First Tr Pfd Secs & Income ETF Call Options Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FPE
# of Institutions
487Shares Held
229MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY52.3MShares$914 Million0.07% of portfolio
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Royal Bank Of Canada Toronto, A617.3MShares$302 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA15MShares$263 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC14.4MShares$251 Million0.1% of portfolio
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Ubs Group Ag9.93MShares$174 Million0.03% of portfolio