Simplicity Wealth,Llc First Tr Exchange Traded Fd Ii Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Simplicity Wealth,Llc holds 11,079 shares of MARB stock, worth $218,145. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,079
Previous 11,405
2.86%
Holding current value
$218,145
Previous $223,000
1.79%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding MARB
# of Institutions
41Shares Held
1.16MCall Options Held
0Put Options Held
0-
Owen La Rue, LLC Elizabethtown, KY250KShares$4.91 Million2.97% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA75.5KShares$1.49 Million0.01% of portfolio
-
Midwest Financial Group LLC Overland Park, KS65.7KShares$1.29 Million0.76% of portfolio
-
Bcgm Wealth Management, LLC57.7KShares$1.14 Million0.4% of portfolio
-
Holistic Financial Partners53.2KShares$1.05 Million0.51% of portfolio