Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Simplify Exchange Traded Funds - Simplify Enhanced Income ETF, omfatter 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, og Parallel Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 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 |
