Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Simplify Exchange Traded Funds - Simplify Aggregate Bond ETF comprennent Great Diamond Partners, LLC, J Hagan Capital, Inc., Signature Estate & Investment Advisors Llc, IHT Wealth Management, LLC, Brookwood Investment Group LLC, Financial Partners Group, Inc, L2 Asset Management, LLC, Mach-1 Financial Group, Inc., Wealthcare Advisory Partners LLC, Evolution Wealth Management Inc., Comerica Bank, et Ameritas Advisory Services, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Balance Wealth, LLC | 31 592 | 42,90 | 652 | 39,61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 498 | 30,22 | 113 | 26,97 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 16 908 | 13,48 | 349 | 10,48 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 420 667 | 8 683 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 136 115 | 29,32 | 2 809 | 26,19 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 39 623 | 1 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 161 442 | 14,19 | 3 332 | 11,44 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 17 121 | 353 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 51 678 | 19,32 | 1 067 | 16,38 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 31 888 | 98,43 | 658 | 94,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 497 693 | 12,57 | 10 272 | 9,85 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17 450 | 6,08 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 18 541 | 1,93 | 383 | -0,52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 112 846 | 352,43 | 2 329 | 353,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 38 608 | 797 | ||||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 65 110 | 6,42 | 1 344 | 3,79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 255 700 | 361,61 | 25 919 | 350,51 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 138 554 | 9,92 | 2 860 | 7,28 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 194 107 | 536,65 | 4 006 | 522,05 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 54 959 | 125,52 | 1 134 | 120,19 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 200 029 | 223,63 | 4 129 | 215,84 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12 150 | 12,54 | 251 | 9,65 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 97 642 | 2 015 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 13 977 | 288 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 34 532 | 713 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 182 | 4 | ||||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 24 366 | 503 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47 275 | 0,69 | 976 | -1,71 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 185 665 | 32,99 | 3 832 | 29,81 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 313 444 | 5,83 | 6 469 | 3,29 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 278 103 | 66,88 | 5 612 | 67,22 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 42 310 | 873 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 072 | 109,79 | 84 | 104,88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15 008 | 310 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1 652 | 34 | ||||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 310 843 | 6 413 |
