Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Simplify Exchange Traded Funds - Simplify Enhanced Income ETF inkluderar Blackston Financial Advisory Group, LLC, Guerra Advisors Inc, Integrated Advisors Network LLC, Cornerstone Wealth Management, LLC, Skopos Labs, Inc., Raymond James Financial Inc, Ulland Investment Advisors, LLC, och Parallel Advisors, LLC .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | AE Wealth Management LLC | 828 157 | 33,55 | 20 066 | 47,50 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 556 049 | 14,36 | 13 473 | 26,29 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 213 960 | 14,44 | 5 184 | 26,38 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 636 | 0 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 13 174 | 319 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 67 679 | 1,52 | 1 640 | 12,11 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 68 934 | 10,45 | 1 670 | 21,99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 253 127 | 4,06 | 6 133 | 14,94 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 181 762 | 1,93 | 4 404 | 6,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8 429 | 204 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 6 535 | 31,73 | 158 | −31,30 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 36 113 | 164,60 | 875 | 192,64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 157 821 | 4,46 | 3 824 | 15,39 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 771 | 67 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 543 354 | 14,96 | 13 165 | 26,96 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 301 | 7 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 26 835 | 174,89 | 650 | 203,74 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 463 219 | 41,46 | 11 224 | 48,91 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 88 640 | 119,52 | 2 148 | 142,60 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 11 300 | 7,11 | 274 | 18,18 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11 607 | 5,54 | 281 | 16,60 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 271 | 2,16 | 55 | 14,58 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 181 762 | 29,37 | 4 404 | 42,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 926 | 47 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 12 332 | 616,98 | 299 | 705,41 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 14 477 | 351 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 20 493 | 1,44 | 497 | 11,96 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 7 290 | 6,42 | 177 | 17,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 219 061 | 2,44 | 5 308 | 13,13 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 25 740 | 624 |
