Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US EQT PLS DWNSD
-
Total 13F shares
-
1,722,640
-
Share change
-
+100,043
-
Total reported value
-
$53,610,657
-
Price per share
-
$31.09
-
Number of holders
-
29
-
Value change
-
+$3,567,274
-
Number of buys
-
11
-
Number of sells
-
23
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) as of Q1 2024
As of 31 Mar 2024,
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,722,640 shares.
The largest 10 holders included
AXXCESS WEALTH MANAGEMENT, LLC, Sollinda Capital Management LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AE Wealth Management LLC, Almanack Investment Partners, LLC., Austin Wealth Management, LLC, Bison Wealth, LLC, Capital Investment Advisory Services, LLC, Steward Partners Investment Advisory, LLC, and Ironsides Asset Advisors, LLC.
This page lists
29
institutional shareholders reporting positions in this security
for the Q1 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.