Wealth Effects LLC Ishares Tr Core Aggressive All Put Options Transaction History

Wealth Effects LLC

$268 Million
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AOA

# of Institutions

397

Shares Held

9.12M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.2M
Shares

$193 Million
1.52% of portfolio
Rockefeller Capital Management L.P. New York, NY

531K
Shares

$46.6 Million
0.1% of portfolio
Assetmark, Inc

268K
Shares

$23.5 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

172K
Shares

$15.1 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

161K
Shares

$14.1 Million
0.04% of portfolio

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