Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / HEDGED EQUITY
-
Total 13F shares
-
5,777,106
-
Share change
-
+1,000,231
-
Total reported value
-
$164,577,901
-
Price per share
-
$28.88
-
Number of holders
-
36
-
Value change
-
+$26,996,697
-
Number of buys
-
20
-
Number of sells
-
22
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) as of Q3 2024
As of 30 Sep 2024,
SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,777,106 shares.
The largest 10 holders included
Private Advisor Group, LLC, WealthPLAN Partners, LLC, Keudell/Morrison Wealth Management, CWM, LLC, Financial Enhancement Group LLC, LPL Financial LLC, WealthPlan Investment Management, LLC, Ameritas Advisory Services, LLC, ARQ WEALTH ADVISORS, LLC, and SMITH, MOORE & CO..
This page lists
36
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.