Simpli Fi, Inc. ETF Ser Solution Distillate Us Call Options Transaction History
Simpli Fi, Inc.
- $180 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding DSTL
# of Institutions
146Shares Held
35.8MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC5.4MShares$294 Million2.29% of portfolio
-
Carlson Capital Management5.32MShares$289 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$123 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.63MShares$88.7 Million6.21% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$75.2 Million12.69% of portfolio