Simplicity Wealth,Llc Ishares Tr Global 100 ETF Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding IOO
# of Institutions
345Shares Held
47.9MCall Options Held
2KPut Options Held
0-
Black Rock Inc. New York, NY25.8MShares$2.36 Billion0.06% of portfolio
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Northwestern Mutual Wealth Management CO3.29MShares$300 Million0.28% of portfolio
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Amplius Wealth Advisors, LLC1.15MShares$106 Million12.6% of portfolio
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Annex Advisory Services, LLC1.09MShares$99.3 Million3.63% of portfolio
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Morgan Stanley New York, NY948KShares$86.7 Million0.01% of portfolio