Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / US EQT PLS DWNSD
-
Total 13F shares
-
1,595,509
-
Share change
-
-592,798
-
Total reported value
-
$53,151,237
-
Price per share
-
$33.47
-
Number of holders
-
34
-
Value change
-
-$18,837,672
-
Number of buys
-
11
-
Number of sells
-
22
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) as of Q3 2024
As of 30 Sep 2024,
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) was held by
34 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,595,509 shares.
The largest 10 holders included
HighTower Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AE Wealth Management LLC, Almanack Investment Partners, LLC., Austin Wealth Management, LLC, Ethos Financial Group, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Ironsides Asset Advisors, LLC, Lloyd Advisory Services, LLC., and Steward Partners Investment Advisory, LLC.
This page lists
34
institutional shareholders reporting positions in this security
for the Q3 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.