Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / US EQT PLS DWNSD
-
Total 13F shares
-
2,174,132
-
Share change
-
+451,492
-
Total reported value
-
$70,297,045
-
Price per share
-
$32.32
-
Number of holders
-
39
-
Value change
-
+$14,647,172
-
Number of buys
-
20
-
Number of sells
-
14
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) as of Q2 2024
As of 30 Jun 2024,
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,174,132 shares.
The largest 10 holders included
Sollinda Capital Management LLC, AXXCESS WEALTH MANAGEMENT, LLC, HighTower Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AE Wealth Management LLC, Almanack Investment Partners, LLC., Austin Wealth Management, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Lloyd Advisory Services, LLC., and Bison Wealth, LLC.
This page lists
39
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.