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
40Shares Held
1.47MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL265KShares$8.82 Million0.01% of portfolio
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Wealth Enhancement Advisory Services, LLC248KShares$8.24 Million0.02% of portfolio
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Ae Wealth Management LLC139KShares$4.62 Million0.05% of portfolio
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Almanack Investment Partners, Llc. Wayne, PA136KShares$4.52 Million0.74% of portfolio
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Austin Wealth Management, LLC Austin, TX113KShares$3.75 Million0.82% of portfolio