Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Simplify Exchange Traded Funds - Simplify US Equity PLUS Convexity ETF inkluderer 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, og Pineridge Advisors LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
