Wealth Shield Partners, LLC Simplify Exch Traded Fds Simpl Transaction History
Wealth Shield Partners, LLC
- $721 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding CTA
# of Institutions
92Shares Held
5.49MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$19.9 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.5 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.3 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC331KShares$9.46 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$9.32 Million5.85% of portfolio