Strategic Wealth Partners, Ltd. Simplify Exch Traded Fds Simpl Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 24, 2023	BUY	$23.42 - $28.15 $386,547 - $464,615	16,505 New	16,505 $386,000

Others Institutions Holding CTA

# of Institutions

92

Shares Held

5.49M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

697K
Shares

$19.9 Million
0.0% of portfolio
Orion Portfolio Solutions, LLC

474K
Shares

$13.5 Million
0.13% of portfolio
Envestnet Asset Management Inc

361K
Shares

$10.3 Million
0.0% of portfolio
Clear Creek Financial Management, LLC

331K
Shares

$9.46 Million
1.01% of portfolio
Astor Investment Management LLC

327K
Shares

$9.32 Million
5.85% of portfolio

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