Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / US EQT PLS CNVEX
-
Total 13F shares
-
1,475,279
-
Share change
-
+149,772
-
Total reported value
-
$54,174,305
-
Price per share
-
$36.23
-
Number of holders
-
14
-
Value change
-
+$5,494,174
-
Number of buys
-
8
-
Number of sells
-
7
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q2 2024
As of 30 Jun 2024,
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,475,279 shares.
The largest 10 holders included
Austin Wealth Management, LLC, Integrated Wealth Concepts LLC, Financial Enhancement Group LLC, COMMONWEALTH EQUITY SERVICES, LLC, OLD MISSION CAPITAL LLC, WOLVERINE TRADING, LLC, Bison Wealth, LLC, Royal Bank of Canada, AVANTAX ADVISORY SERVICES, INC., and CWM, LLC.
This page lists
14
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.