Wealthsource Partners, LLC Simplify Exch Trad Fds Us Eq P Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
3 transactions
Others Institutions Holding SPD
# of Institutions
50Shares Held
3.21MCall Options Held
0Put Options Held
0-
Sollinda Capital Management LLC Hickory, NC599KShares$18.9 Million5.49% of portfolio
-
High Tower Advisors, LLC Chicago, IL528KShares$16.7 Million0.02% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA285KShares$8.98 Million0.24% of portfolio
-
Ridgepath Capital Management LLC Knoxville, TN285KShares$8.98 Million4.38% of portfolio
-
Wealth Enhancement Advisory Services, LLC248KShares$7.81 Million0.02% of portfolio