Captrust Financial Advisors Simplify Exch.Trad Fds Simplif Transaction History
Captrust Financial Advisors
- $30 Billion
- Q1 2024
Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
12Shares Held
752KCall Options Held
0Put Options Held
0-
Park Edge Advisors, LLC Cleveland, OH334KShares$7.76 Million2.29% of portfolio
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Commonwealth Equity Services, LLC162KShares$3.77 Million0.01% of portfolio
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Simplify Asset Management Inc. New York, NY150KShares$3.48 Million0.22% of portfolio
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Avantax Advisory Services, Inc.43.1KShares$1 Million0.01% of portfolio
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Sfg Wealth Management, Llc.23KShares$533,9620.31% of portfolio