Sfg Wealth Management, Llc. Simplify Exch.Trad Fds Simplif Transaction History
Sfg Wealth Management, Llc.
- $181 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
20Shares Held
3.1MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.37MShares$32.2 Million1.74% of portfolio
-
Ae Wealth Management LLC480KShares$11.2 Million0.12% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH423KShares$9.89 Million3.23% of portfolio
-
Truist Financial Corp204KShares$4.76 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC170KShares$3.97 Million0.01% of portfolio