Wj Wealth Management, LLC Simplify Exch Trad Fds Simplif Transaction History
Wj Wealth Management, LLC
- $241 Million
- Q3 2025
A detailed history of Wj Wealth Management, LLC transactions in Simplify Exch Trad Fds Simplif stock. As of the latest transaction made, Wj Wealth Management, LLC holds 61,531 shares of SPBC stock, worth $2.73 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
61,531Holding current value
$2.73 Million% of portfolio
1.15%Shares
1 transactions
Others Institutions Holding SPBC
# of Institutions
22Shares Held
1.45MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC428KShares$18.9 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC394KShares$17.5 Million0.01% of portfolio
-
Cwm, LLC274KShares$12.1 Million0.04% of portfolio
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Sfg Wealth Management, Llc.99.3KShares$4.4 Million2.11% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ50.7KShares$2.25 Million0.0% of portfolio