Atticus Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Atticus Wealth Management, LLC
- $294 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding CTA
# of Institutions
101Shares Held
6.24MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$19.9 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.5 Million0.13% of portfolio
-
Beacon Capital Management, LLC371KShares$10.6 Million1.66% of portfolio
-
Envestnet Asset Management Inc361KShares$10.3 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.47 Million1.05% of portfolio