Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Simplify Exchange Traded Funds - Simplify US Equity PLUS Upside Convexity ETF, omfatter Lloyd Advisory Services, LLC., B.O.S.S. Retirement Advisors, LLC, Howard Bailey Securities, Llc, Great Lakes Retirement, Inc., LifeWealth Investments, LLC, Transce3nd, LLC, Park Square Financial Group, LLC, Raymond James Financial Inc, Decker Retirement Planning Inc., Richard W. Paul & Associates, LLC, og Pineridge 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 200 | 9 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 19.745 | 883 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 110.460 | 203,39 | 4.939 | 255,51 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 34.325 | 1.535 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 68 | 3 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 6.692 | 299 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 6 | 0 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 248 | 11 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 5.122 | 229 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 393 | 18 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 19 | 1 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 8.990 | 402 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 41.654 | 247,96 | 1.862 | 308,33 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 104.367 | 4.666 |
