Wj Wealth Management, LLC Simplify Exch Trad Fds Simplif Call Options Transaction History
Wj Wealth Management, LLC
- $241 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPBC
# of Institutions
22Shares Held
1.45MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC428KShares$18.9 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC394KShares$17.5 Million0.01% of portfolio
-
Cwm, LLC274KShares$12.1 Million0.04% of portfolio
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Sfg Wealth Management, Llc.99.3KShares$4.4 Million2.11% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ50.7KShares$2.25 Million0.0% of portfolio