Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / US EQT PLS DWNSD
-
Total 13F shares
-
1,595,509
-
Share change
-
-592,798
-
Total reported value
-
$53,151,237
-
Price per share
-
$33.47
-
Number of holders
-
34
-
Value change
-
-$18,837,664
-
Number of buys
-
11
-
Number of sells
-
22
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) as of Q3 2024
As of 30 Sep 2024 SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) had 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,595,509 shares of stock of the company.
Largest 10 holders included HighTower Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AE Wealth Management LLC, Almanack Investment Partners, LLC., Austin Wealth Management, LLC, Ethos Financial Group, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Ironsides Asset Advisors, LLC, Lloyd Advisory Services, LLC., and Steward Partners Investment Advisory, LLC.
This table shows 34 institutional shareholders of the security as of 30 Sep 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.