Financial Architects, Inc Simplify Exch Traded Fds Simpl Transaction History
Financial Architects, Inc
- $657 Million
- Q2 2023
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
107Shares Held
6.93MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20.2 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.8 Million0.13% of portfolio
-
Beacon Capital Management, LLC371KShares$10.8 Million1.66% of portfolio
-
Envestnet Asset Management Inc361KShares$10.5 Million0.0% of portfolio
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Clear Creek Financial Management, LLC332KShares$9.63 Million1.05% of portfolio