Destiny Wealth Partners, LLC Simplify Exch Traded Fds Simpl Transaction History
Destiny Wealth Partners, LLC
- $693 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
176Shares Held
20.6MCall Options Held
11KPut Options Held
16.1K-
Cwm, LLC2.38MShares$66.6 Million0.22% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$48.1 Million0.0% of portfolio
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Ae Wealth Management LLC972KShares$27.3 Million0.28% of portfolio
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Lpl Financial LLC Fort Mill, SC744KShares$20.9 Million0.01% of portfolio
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Beacon Capital Management, LLC743KShares$20.8 Million3.16% of portfolio