Straight Path Wealth Management Simplify ETF Simplify Volatili Call Options Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SVOL
# of Institutions
99Shares Held
7.47MCall Options Held
125KPut Options Held
60.7K-
Ae Wealth Management LLC1.77MShares$29.9 Million0.28% of portfolio
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Beacon Capital Management, LLC1.17MShares$19.8 Million3.43% of portfolio
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Pom Investment Strategies, LLC Raleigh, NC474KShares$8 Million6.23% of portfolio
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Parkside Investments, LLC380KShares$6.41 Million1.0% of portfolio
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Commonwealth Equity Services, LLC325KShares$5.49 Million0.01% of portfolio