Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Simplify Exchange Traded Funds - Simplify Enhanced Income ETF termasuk Blackston Financial Advisory Group, LLC, Guerra Advisors Inc, Integrated Advisors Network LLC, Cornerstone Wealth Management, LLC, Skopos Labs, Inc., Raymond James Financial Inc, Ulland Investment Advisors, LLC, dan Parallel Advisors, LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | AE Wealth Management LLC | 828,157 | 33.55 | 20,066 | 47.50 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 556,049 | 14.36 | 13,473 | 26.29 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 213,960 | 14.44 | 5,184 | 26.38 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 636 | 0 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 13,174 | 319 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 67,679 | 1.52 | 1,640 | 12.11 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 68,934 | 10.45 | 1,670 | 21.99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 253,127 | 4.06 | 6,133 | 14.94 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 181,762 | 1.93 | 4,404 | 6.56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8,429 | 204 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 6,535 | 31.73 | 158 | -31.30 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 36,113 | 164.60 | 875 | 192.64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 157,821 | 4.46 | 3,824 | 15.39 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2,771 | 67 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 543,354 | 14.96 | 13,165 | 26.96 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 301 | 7 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 26,835 | 174.89 | 650 | 203.74 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 463,219 | 41.46 | 11,224 | 48.91 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 88,640 | 119.52 | 2,148 | 142.60 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 11,300 | 7.11 | 274 | 18.18 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11,607 | 5.54 | 281 | 16.60 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,271 | 2.16 | 55 | 14.58 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 181,762 | 29.37 | 4,404 | 42.89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,926 | 47 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 12,332 | 616.98 | 299 | 705.41 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 14,477 | 351 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 20,493 | 1.44 | 497 | 11.96 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 7,290 | 6.42 | 177 | 17.33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 219,061 | 2.44 | 5,308 | 13.13 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 25,740 | 624 |
