Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / TREASURY OPT INC
-
Total 13F shares
-
4,541,868
-
Share change
-
+501,900
-
Total reported value
-
$111,820,823
-
Price per share
-
$24.62
-
Number of holders
-
22
-
Value change
-
+$12,352,536
-
Number of buys
-
16
-
Number of sells
-
8
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) as of Q2 2024
As of 30 Jun 2024,
SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,541,868 shares.
The largest 10 holders included
Simplify Asset Management Inc., Park Edge Advisors, LLC, PEAK FINANCIAL ADVISORS LLC, AE Wealth Management LLC, Encompass More Asset Management, Lloyd Advisory Services, LLC., Ferguson Shapiro LLC, NWAM LLC, Kestra Advisory Services, LLC, and Mid-American Wealth Advisory Group, Inc..
This page lists
22
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.