Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Simplify Exchange Traded Funds - Simplify US Equity PLUS Upside Convexity ETF meliputi Lloyd Advisory Services, LLC., B.O.S.S. Retirement Advisors, LLC, Howard Bailey Securities, Llc, Great Lakes Retirement, Inc., LifeWealth Investments, LLC, Transce3nd, LLC, Park Square Financial Group, LLC, Raymond James Financial Inc, Decker Retirement Planning Inc., Richard W. Paul & Associates, LLC, dan Pineridge Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 200 | 9 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 19,745 | 883 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 110,460 | 203.39 | 4,939 | 255.51 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 34,325 | 1,535 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 68 | 3 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 6,692 | 299 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 6 | 0 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 248 | 11 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 5,122 | 229 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 393 | 18 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 19 | 1 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 8,990 | 402 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 41,654 | 247.96 | 1,862 | 308.33 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 104,367 | 4,666 |
