Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / INTMD TERM TRSRY
-
Total 13F shares
-
2,079,134
-
Share change
-
-41,686
-
Total reported value
-
$26,983,298
-
Price per share
-
$12.95
-
Number of holders
-
20
-
Value change
-
-$608,507
-
Number of buys
-
10
-
Number of sells
-
9
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) as of Q2 2024
As of 30 Jun 2024,
SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,079,134 shares.
The largest 10 holders included
WJ Interests, LLC, AE Wealth Management LLC, Lloyd Advisory Services, LLC., STAPP WEALTH MANAGEMENT, PLLC, JANE STREET GROUP, LLC, BlackDiamond Wealth Management, LLC, CITADEL ADVISORS LLC, OLD MISSION CAPITAL LLC, Great Lakes Retirement, Inc., and Elevated Capital Advisors, LLC.
This page lists
19
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.