Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Simplify Exchange Traded Funds - Simplify US Equity PLUS Convexity ETF meliputi AE Wealth Management LLC, Lloyd Advisory Services, LLC., B.O.S.S. Retirement Advisors, LLC, Howard Bailey Securities, Llc, Evolution Wealth Management Inc., LifeWealth Investments, LLC, Raymond James Financial Inc, Transce3nd, LLC, Park Square Financial Group, LLC, Decker Retirement Planning Inc., Richard W. Paul & Associates, LLC, Global Retirement Partners, 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.
Tingkatkan ke versi premium untuk membuka data premium.
| 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 | 1,157 | 48 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 116,592 | 4,818 | ||||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 38,978 | 1,611 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 74 | 3 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5,556 | 230 | ||||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 1,613 | 60 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5,572 | 230 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 22,486 | 929 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 20 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 12,273 | 37.62 | 507 | 65.15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 7 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 7,344 | 3.58 | 0 | |||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 5,744 | 237 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 668 | 676.74 | 28 | 1,250.00 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 824,404 | 13.13 | 33,544 | 26.02 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5,852 | 242 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 207 | 9 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 443 | 18 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6,782 | 280 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15,560 | 60.35 | 643 | 92.22 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 22 | 1 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 10,201 | 422 | ||||||
| 2025-08-06 | 13F | Entrewealth, Llc | 198,466 | 8.55 | 8,201 | 30.22 |
