Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Simplify Exchange Traded Funds - Simplify US Equity PLUS Convexity ETF comprennent AE Wealth Management LLC, Lloyd Advisory Services, LLC., B.O.S.S. Retirement Advisors, LLC, Howard Bailey Securities, Llc, Evolution Wealth Management Inc., LifeWealth Investments, LLC, Raymond James Financial Inc, Transce3nd, LLC, Park Square Financial Group, LLC, Decker Retirement Planning Inc., Richard W. Paul & Associates, LLC, Global Retirement Partners, LLC, et Pineridge 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 157 | 48 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 116 592 | 4 818 | ||||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 38 978 | 1 611 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 74 | 3 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5 556 | 230 | ||||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 1 613 | 60 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5 572 | 230 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 22 486 | 929 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 20 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 12 273 | 37,62 | 507 | 65,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 7 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 7 344 | 3,58 | 0 | |||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 5 744 | 237 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 668 | 676,74 | 28 | 1 250,00 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 824 404 | 13,13 | 33 544 | 26,02 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5 852 | 242 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 207 | 9 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 443 | 18 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6 782 | 280 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 560 | 60,35 | 643 | 92,22 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 22 | 1 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 10 201 | 422 | ||||||
| 2025-08-06 | 13F | Entrewealth, Llc | 198 466 | 8,55 | 8 201 | 30,22 |
