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Simplify Opportunistic Income ETF
CRDT
CRDT
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $51.1M | +$1.01M | +40,247 | +2% |
|
|
WAP
2
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $2.62M | -$173K | -6,912 | -6% |
|
|
MAWAG
3
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $939K | +$938K | +37,408 | New |
|
4
Citadel Advisors
Miami,
Florida
| $664K | +$664K | +26,467 | New |
|
|
NWM
5
Napa Wealth Management
Napa,
California
| $560K | +$157K | +6,248 | +39% |
|
6
UBS Group
Zurich,
Switzerland
| $63.5K | +$63.4K | +2,529 | New |
|
7
Jane Street
New York
| – | -$576K | -22,745 | Closed |
|