Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Simplify Exchange Traded Funds - Simplify Intermediate Term Treasury Futures Strategy ETF meliputi True Wealth Design, LLC, Change Path, LLC, Susquehanna International Group, Llp, dan Global Retirement Partners, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 20,752 | 1.07 | 280 | 2.95 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 111,857 | 6.98 | 1,509 | 9.04 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14,861 | 200 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,698,863 | 6.95 | 22,918 | 9.05 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 218,744 | 124.85 | 2,951 | 699.46 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12,703 | 171 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 23,226 | 8.13 | 313 | 10.21 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 44,989 | 10.96 | 607 | 13.06 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 114,539 | 1.03 | 1,545 | 3.07 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13,859 | 187 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 12,688 | 171 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 178,626 | 3.67 | 2,410 | 5.70 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 6,282 | 779.83 | 83 | 937.50 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 348,052 | 2.06 | 4,695 | 4.08 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,537 | 218.39 | 61 | 258.82 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 162,359 | 37.67 | 2,190 | 40.38 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 1,351 | 69.72 | 18 | 80.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 745,093 | 10,051 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 16,760 | 2.01 | 226 | 4.15 | ||||
| 2025-08-12 | 13F | NDVR, Inc. | 16,351 | 1.02 | 221 | 2.80 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 105,991 | 0.46 | 1,430 | 2.44 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 13,559 | 4.92 | 183 | 7.06 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 | 100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10,045 | 136 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11,998 | 1,048.13 | 162 | 1,138.46 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 272,426 | 7.18 | 3,675 | 9.31 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 4,194 | 38.74 | 57 | 43.59 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 25,439 | 55.39 | 343 | 58.80 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 103 | 1 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 22,642 | 11.24 | 305 | 13.38 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 12,269 | 4.25 | 166 | 6.45 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 636,738 | 11.09 | 8,590 | 13.27 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3,980 | 7.16 | 54 | 8.16 |
