Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF meliputi Evolution Wealth Management Inc., LifeWealth Investments, LLC, dan Global Retirement Partners, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 81 | 3 | ||||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 45,784 | 1,741 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 42,618 | 1,620 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 840 | 7.55 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 39 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 24,116 | 19.53 | 917 | 46.79 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 143,982 | 20.71 | 5 | 66.67 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 185,279 | 6,701.73 | 7,044 | 8,284.52 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 8 | 0 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 280 | 2,233.33 | 11 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 44,281 | 1,683 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 10,952 | 416 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7,218 | 21.78 | 265 | 44.26 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 782 | 30 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 94,750 | 3,602 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 46 | 2 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 16,194 | 616 | ||||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 83,322 | 0.71 | 3,168 | 23.76 |
