Simplicity Wealth,Llc First Tr Exc Trd Fd Viii Ft Cb Put Options Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding BUFD
# of Institutions
185Shares Held
43.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$220 Million0.08% of portfolio
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Gw Henssler & Associates LTD3.96MShares$108 Million5.84% of portfolio
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Envestnet Asset Management Inc3.48MShares$94.7 Million0.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ2MShares$54.4 Million0.12% of portfolio
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Legacy Financial Group LLC1.93MShares$52.6 Million8.69% of portfolio