Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
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Equity / US EQT PLS UPSID
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Number of holders
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6
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Total 13F shares, excl. options
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74,889
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Shares change
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-17,608
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Total reported value, excl. options
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$3,157,413
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Value change
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-$651,789
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Number of buys
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5
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Number of sells
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2
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Price
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$42.16
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC) as of Q3 2024
As of 30 Sep 2024 SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC) had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 74,889 shares of stock of the company.
Largest 6 holders included COMMONWEALTH EQUITY SERVICES, LLC, GOLDMAN SACHS GROUP INC, OLD MISSION CAPITAL LLC, UBS Group AG, OSAIC HOLDINGS, INC., and MORGAN STANLEY.
This table shows 6 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.