Black Diamond Wealth Management Inc. Simplify Exchange Traded Fds S Transaction History
Black Diamond Wealth Management Inc.
- $135 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding TYA
# of Institutions
29Shares Held
6.26MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.87MShares$49.1 Million2.62% of portfolio
-
Ae Wealth Management LLC803KShares$10.2 Million0.1% of portfolio
-
Wj Interests, LLC Sugar Land, TX636KShares$8.08 Million4.38% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA331KShares$4.21 Million3.8% of portfolio
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Stapp Wealth Management, Pllc Olympia, WA246KShares$3.13 Million5.5% of portfolio