Dakota Wealth Management Simplify Exch Traded Fds Simpl Transaction History
Dakota Wealth Management
- $4.24 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding CTA
# of Institutions
97Shares Held
5.8MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.6 Million0.13% of portfolio
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Envestnet Asset Management Inc361KShares$10.4 Million0.0% of portfolio
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Clear Creek Financial Management, LLC331KShares$9.51 Million1.01% of portfolio
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Astor Investment Management LLC327KShares$9.37 Million5.85% of portfolio