Omnia Family Wealth, LLC Simplify Exch Traded Fds Simpl Transaction History
Omnia Family Wealth, LLC
- $233 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
108Shares Held
8.05MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$20 Million0.0% of portfolio
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Ae Wealth Management LLC661KShares$19.4 Million0.18% of portfolio
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Envestnet Asset Management Inc465KShares$13.7 Million0.0% of portfolio
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Orion Portfolio Solutions, LLC454KShares$13.3 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC420KShares$12.3 Million0.0% of portfolio