SPD / Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF - Net Long/Short Value
Denne side viser netto-lange/korte værdiansættelser for hver institutionel besiddelse, der er rapporteret via 13F- eller NPORT-ansøgninger. For at beregne netto lang/kort værdi tilføjer vi egenkapitalværdien til værdien af call-optionen og trækker put-optionsværdien fra. Fonde, der rapporterer korte lånte positioner, vil rapportere aktieværdier som negative. Lange nettopositioner vil have positive tal i kolonnen netto lange/korte, og korte nettopositioner vil have negative værdier i denne kolonne.
| Ejer |
Egenkapitalværdi
($1000) |
Opkaldsværdi
($1000) |
Sæt værdi
($1000) |
Netto Lang/Kort
($1000) |
|
B.O.S.S. Retirement Advisors, LLC
|
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Rothschild Investment Llc
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Decker Retirement Planning Inc.
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Old Mission Capital Llc
|
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Park Square Financial Group, LLC
|
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Elevated Capital Advisors, LLC
|
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Fiduciary Alliance LLC
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Cwm, Llc
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Pathway Financial Advisors LLC
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Richard W. Paul & Associates, LLC
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Pineridge Advisors LLC
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LifeWealth Investments, LLC
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Sollinda Capital Management LLC
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Royal Bank Of Canada
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UBS Group AG
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Dynamic Advisor Solutions LLC
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Evolution Wealth Management Inc.
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Lloyd Advisory Services, LLC.
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Farther Finance Advisors, LLC
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Kathmere Capital Management, LLC
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Armis Advisers, LLC
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Austin Wealth Management, LLC
|
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Global Retirement Partners, LLC
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Transce3nd, LLC
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Allworth Financial LP
|
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Insigneo Advisory Services, Llc
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Atomi Financial Group, Inc.
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Morgan Stanley
|
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IFP Advisors, Inc
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LPL Financial LLC
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Commonwealth Equity Services, Llc
|
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Nbc Securities, Inc.
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AE Wealth Management LLC
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Wealth Enhancement Advisory Services, Llc
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Steward Partners Investment Advisory, Llc
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Authentikos Wealth Advisory, LLC
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Park Edge Advisors, LLC
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Advisor Group Holdings, Inc.
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Ironsides Asset Advisors, LLC
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CIBC Private Wealth Group, LLC
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Howard Bailey Securities, Llc
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