Captrust Financial Advisors Simplify Exch.Trad Fds Simplif Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
21Shares Held
3.22MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.37MShares$30.7 Million1.74% of portfolio
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Ae Wealth Management LLC480KShares$10.7 Million0.12% of portfolio
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Park Edge Advisors, LLC Cleveland, OH409KShares$9.14 Million2.92% of portfolio
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Truist Financial Corp204KShares$4.55 Million0.01% of portfolio
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Flagship Harbor Advisors, LLC184KShares$4.1 Million0.22% of portfolio