Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Simplify Exchange Traded Funds - Simplify Enhanced Income ETF comprennent Blackston Financial Advisory Group, LLC, Guerra Advisors Inc, Integrated Advisors Network LLC, Cornerstone Wealth Management, LLC, Skopos Labs, Inc., Raymond James Financial Inc, Ulland Investment Advisors, LLC, et Parallel Advisors, 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | AE Wealth Management LLC | 828 157 | 33,55 | 20 066 | 47,50 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 556 049 | 14,36 | 13 473 | 26,29 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 213 960 | 14,44 | 5 184 | 26,38 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 636 | 0 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 13 174 | 319 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 67 679 | 1,52 | 1 640 | 12,11 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 68 934 | 10,45 | 1 670 | 21,99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 253 127 | 4,06 | 6 133 | 14,94 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 181 762 | 1,93 | 4 404 | 6,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8 429 | 204 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 6 535 | 31,73 | 158 | -31,30 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 36 113 | 164,60 | 875 | 192,64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 157 821 | 4,46 | 3 824 | 15,39 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 771 | 67 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 543 354 | 14,96 | 13 165 | 26,96 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 301 | 7 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 26 835 | 174,89 | 650 | 203,74 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 463 219 | 41,46 | 11 224 | 48,91 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 88 640 | 119,52 | 2 148 | 142,60 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 11 300 | 7,11 | 274 | 18,18 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11 607 | 5,54 | 281 | 16,60 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 271 | 2,16 | 55 | 14,58 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 181 762 | 29,37 | 4 404 | 42,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 926 | 47 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 12 332 | 616,98 | 299 | 705,41 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 14 477 | 351 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 20 493 | 1,44 | 497 | 11,96 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 7 290 | 6,42 | 177 | 17,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 219 061 | 2,44 | 5 308 | 13,13 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 25 740 | 624 |
