Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF termasuk Evolution Wealth Management Inc., LifeWealth Investments, LLC, dan Global Retirement Partners, 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 | 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 |
