Simplicity Wealth,Llc Ishares Tr Russell 2500 ETF Call Options Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SMMD
# of Institutions
188Shares Held
12.8MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.34MShares$94 Million2.07% of portfolio
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Fort Washington Investment Advisors Inc936KShares$65.4 Million0.4% of portfolio
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Cresset Asset Management, LLC Chicago, IL599KShares$41.8 Million0.16% of portfolio
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Fifth Third Bancorp563KShares$39.3 Million0.14% of portfolio
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Envestnet Asset Management Inc542KShares$37.9 Million0.01% of portfolio