Modern Wealth Management, LLC Simplify Exchange Traded Fds U Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Simplify Exchange Traded Fds U stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,556 shares of SPYC stock, worth $0. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,556
Previous 5,495
1.11%
Holding current value
$0
Previous $208 Million
3.75%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPYC
# of Institutions
20Shares Held
1.6MCall Options Held
0Put Options Held
0-
Austin Wealth Management, LLC Austin, TX669KShares$05.35% of portfolio
-
Integrated Wealth Concepts LLC301KShares$00.0% of portfolio
-
Financial Enhancement Group LLC Anderson, IN271KShares$00.0% of portfolio
-
Entrewealth, LLC Austin, TX166KShares$05.73% of portfolio
-
Commonwealth Equity Services, LLC91.5KShares$00.01% of portfolio