Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF, omfatter Stratos Wealth Partners, LTD., Longview Financial Advisors, Inc., Bluesphere Advisors, LLC, Straight Path Wealth Management, Change Path, LLC, Bank Of America Corp /de/, og Cwm, Llc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Jane Street Group, Llc | 15.049 | 423 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 46 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11.334 | 5,29 | 319 | -4,79 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 13.923 | 2,50 | 391 | -7,35 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 8.900 | 250 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13.583 | 12,13 | 422 | 29,05 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 44.524 | 0,29 | 1.252 | -9,28 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 162.454 | 61,06 | 4.567 | 45,74 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.276 | 64 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 145.345 | 17,08 | 4.086 | 5,91 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20.050 | 564 | ||||||
| 2025-05-23 | NP | FIG - Simplify Macro Strategy ETF | 66.957 | 9,33 | 2.080 | 45,76 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 168 | 5 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 7.791 | 219 | ||||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 15.267 | 429 | ||||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 10.691 | 301 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11.334 | 5,29 | 319 | -4,79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 573 | 16 |
