Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Simplify Exchange Traded Funds - Simplify US Equity PLUS Convexity ETF, omfatter 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, 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 | 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 |
