Simpli Fi, Inc. Wisdom Tree Interest Rate Hedg Transaction History
Simpli Fi, Inc.
- $216 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding AGZD
# of Institutions
60Shares Held
5.29MCall Options Held
0Put Options Held
0-
Trilogy Capital Inc.900KShares$20 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC599KShares$13.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$12.9 Million0.01% of portfolio
-
Win Advisors, Inc383KShares$8.5 Million4.7% of portfolio
-
Barber Financial Group, Inc.298KShares$6.62 Million2.28% of portfolio