Upper Left Wealth Management, LLC Simplify Exch Traded Fds Simpl Call Options Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CTA
# of Institutions
176Shares Held
18.3MCall Options Held
11KPut Options Held
16.1K-
Bank Of America Corp Charlotte, NC1.71MShares$46.4 Million0.0% of portfolio
-
Ae Wealth Management LLC972KShares$26.3 Million0.28% of portfolio
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Lpl Financial LLC Fort Mill, SC744KShares$20.1 Million0.01% of portfolio
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Beacon Capital Management, LLC743KShares$20.1 Million3.16% of portfolio
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High Tower Advisors, LLC Chicago, IL706KShares$19.1 Million0.03% of portfolio