Sfg Wealth Management, Llc. Simplify Exch.Trad Fds Simplif Transaction History
Sfg Wealth Management, Llc.
- $165 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding CDX
# of Institutions
50Shares Held
8.64MCall Options Held
0Put Options Held
0-
Proficio Capital Partners LLC Newton, MA2.9MShares$65.8 Million0.34% of portfolio
-
Ae Wealth Management LLC863KShares$19.6 Million0.17% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH719KShares$16.3 Million4.24% of portfolio
-
Insight Wealth Strategies, LLC San Ramon, CA515KShares$11.7 Million1.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC422KShares$9.56 Million0.0% of portfolio