Captrust Financial Advisors Simplify Exch Trad Fds Us Eq P Transaction History
Captrust Financial Advisors
- $34.2 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding SPD
# of Institutions
48Shares Held
3.21MCall Options Held
0Put Options Held
0-
Sollinda Capital Management LLC Hickory, NC599KShares$20.8 Million5.49% of portfolio
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High Tower Advisors, LLC Chicago, IL528KShares$18.3 Million0.02% of portfolio
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Axxcess Wealth Management, LLC Carlsbad, CA285KShares$9.88 Million0.24% of portfolio
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Ridgepath Capital Management LLC Knoxville, TN285KShares$9.88 Million4.38% of portfolio
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Wealth Enhancement Advisory Services, LLC248KShares$8.6 Million0.02% of portfolio