B.O.S.S. Retirement Advisors, LLC Simplify Exch Trad Fds Us Eq P Transaction History
B.O.S.S. Retirement Advisors, LLC
- $345 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding SPD
# of Institutions
47Shares Held
2.63MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL528KShares$18.2 Million0.02% of portfolio
-
Ridgepath Capital Management LLC Knoxville, TN285KShares$9.82 Million4.38% of portfolio
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Axxcess Wealth Management, LLC Carlsbad, CA285KShares$9.82 Million0.24% of portfolio
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Authentikos Wealth Advisory, LLC Morgan Hill, CA219KShares$7.54 Million5.7% of portfolio
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Ethos Financial Group, LLC King Of Prussia, PA212KShares$7.32 Million1.07% of portfolio