Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Simplify Exchange Traded Funds - Simplify Treasury Option Income ETF inkluderar SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class, Orion Portfolio Solutions, LLC, Signature Estate & Investment Advisors Llc, WCG Wealth Advisors LLC, Citadel Advisors Llc, J Hagan Capital, Inc., Caerus Investment Advisors, LLC, Impact Partnership Wealth, LLC, Blackston Financial Advisory Group, LLC, Financial Advocates Investment Management, Prosperity Wealth Management, Inc., Soltis Investment Advisors LLC, Guerra Advisors Inc, Mercer Global Advisors Inc /adv, Alpine Bank Wealth Management, Golden State Wealth Management, LLC, Newbridge Financial Services Group, Inc., Raymond James Financial Inc, och Pnc Financial Services Group, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 252 | 25 100,00 | 6 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 27 244 | 3,58 | 644 | −0,77 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 474 377 | 5,63 | 11 214 | 1,18 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2 610 | 62 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 126 495 | 13,89 | 26 630 | 9,09 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 56 776 | 364,96 | 1 342 | 345,85 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 28 372 | 671 | ||||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 30 316 | 44,17 | 717 | 38,22 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 124 687 | 772,43 | 2 948 | 737,22 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 15 407 | 364 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 77 700 | 1 837 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 19 538 | 69,10 | 462 | 61,75 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4 073 | 83,22 | 96 | 77,78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 147 848 | 3 649 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 30 202 | 120,29 | 714 | 110,95 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 196 052 | 193,75 | 4 635 | 181,36 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 4 380 | 104 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 18 271 | 432 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 105 606 | 3 555,45 | 2 497 | 3 465,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 020 | 48 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 728 | 277 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 379 147 | 20,73 | 8 963 | 15,65 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 166 214 | 12,42 | 3 929 | 7,70 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3 369 | 80 | ||||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 15 163 | 358 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 86 214 | 35,96 | 2 038 | 30,31 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 58 373 | 45,64 | 1 380 | 39,43 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 52 263 | 3,81 | 1 235 | −0,56 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 18 349 | 61,61 | 434 | 54,64 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 177 433 | 165,17 | 4 | 300,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 23 | 228,57 | 0 | |||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 77 656 | 114,67 | 1 836 | 105,72 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 42 103 | 109,02 | 995 | 100,20 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 213 540 | 13,70 | 5 087 | 15,54 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 23 423 | 33,48 | 554 | 27,71 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 306 979 | 164,49 | 7 257 | 153,35 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 275 685 | 1,21 | 6 517 | −3,05 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 360 359 | 0,54 | 8 519 | −3,70 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 49 759 | 0,47 | 1 176 | −3,76 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 520 | 226,00 | 154 | 214,29 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 31 770 | 41,01 | 751 | 35,07 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 402 | 10 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23 314 | 4,61 | 1 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 36 244 | 114,63 | 857 | 105,77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70 801 | 1 674 | ||||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 26 895 | 1,99 | 636 | −2,31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6 963 | 88,24 | 165 | 80,22 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 104 307 | 78,91 | 2 466 | 71,42 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 81 405 | 1 924 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 13 107 | 447,27 | 310 | 423,73 | ||||
| 2025-08-14 | 13F | Caerus Investment Advisors, LLC | 58 060 | 1 373 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 000 | 47 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 122 924 | 65,90 | 2 906 | 58,92 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 34 356 | 13,61 | 812 | 8,85 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 65 797 | 1 615 | ||||||
| 2025-06-30 | NP | SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class | 175 000 | 4 148 | ||||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 26 971 | 638 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 52 263 | 3,81 | 1 235 | −0,56 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 20 100 | 475 |
