Kestra Private Wealth Services, LLC Simplify Exchange Traded Fds S Transaction History
Kestra Private Wealth Services, LLC
- $5.3 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding BUCK
# of Institutions
36Shares Held
6.39MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY4.45MShares$00.0% of portfolio
-
Peak Financial Advisors LLC510KShares$00.0% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH447KShares$00.0% of portfolio
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Ae Wealth Management LLC272KShares$00.0% of portfolio
-
Encompass More Asset Management Danville, CA149KShares$01.4% of portfolio