Smi Advisory Services, LLC Simplify Exch Trad Fds Us Eq P Transaction History
Smi Advisory Services, LLC
- $385 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding SPD
# of Institutions
38Shares Held
1.72MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL479KShares$16.3 Million0.02% of portfolio
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Wealth Enhancement Advisory Services, LLC248KShares$8.42 Million0.02% of portfolio
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Ae Wealth Management LLC150KShares$5.1 Million0.05% of portfolio
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Almanack Investment Partners, Llc. Wayne, PA136KShares$4.62 Million0.74% of portfolio
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Austin Wealth Management, LLC Austin, TX113KShares$3.83 Million0.82% of portfolio