Mai Capital Management Simplify Exch Trad Fds Us Eq P Transaction History
Mai Capital Management
- $10.1 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SPD
# of Institutions
38Shares Held
1.72MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL479KShares$16.5 Million0.02% of portfolio
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Wealth Enhancement Advisory Services, LLC248KShares$8.56 Million0.02% of portfolio
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Ae Wealth Management LLC150KShares$5.19 Million0.05% of portfolio
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Almanack Investment Partners, Llc. Wayne, PA136KShares$4.7 Million0.74% of portfolio
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Austin Wealth Management, LLC Austin, TX113KShares$3.89 Million0.82% of portfolio