Stapp Wealth Management, Pllc Simplify Exchange Traded Fds S Call Options Transaction History
Stapp Wealth Management, Pllc
- $43.1 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding TYA
# of Institutions
47Shares Held
5.4MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC1.7MShares$21.6 Million0.18% of portfolio
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True Wealth Design, LLC Akron, OH774KShares$9.84 Million3.22% of portfolio
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Lloyd Advisory Services, Llc. Suwanee, GA637KShares$8.09 Million7.81% of portfolio
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Heck Capital Advisors, LLC Rhinelander, WI349KShares$4.44 Million0.37% of portfolio
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Magnolia Private Wealth, LLC Philadelphia, PA219KShares$2.78 Million2.29% of portfolio