Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: BUCK
- CUSIP Number: 82889n640
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Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Simplify Asset Management | 4.4M | $109M | 38% | Sep 2024 |
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Peak Financial Advisors | 510k | $13M | 103% | Sep 2024 |
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Park Edge Advisors | 447k | $11M | 6% | Sep 2024 |
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AE Wealth Management | 272k | $6.7M | 24% | Sep 2024 |
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Encompass More Asset Management | 149k | $3.7M | -13% | Sep 2024 |
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Lloyd Advisory Services | 71k | $1.7M | 1% | Sep 2024 |
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Kestra Advisory Services | 58k | $1.4M | 186% | Sep 2024 |
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Jane Street | 57k | $1.4M | 331% | Sep 2024 |
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Ferguson Shapiro | 43k | $1.1M | -4% | Sep 2024 |
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Legacy Wealth Managment | 32k | $790k | 100% | Sep 2024 |
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Legacy Investment Solutions | 32k | $790k | 100% | Sep 2024 |
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Redhawk Wealth Advisors | 27k | $667k | 84% | Sep 2024 |
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Mid-American Wealth Advisory Group | 25k | $611k | 65% | Sep 2024 |
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Nwam | 23k | $572k | -1% | Sep 2024 |
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Atria Wealth Solutions | 20k | $496k | 100% | Sep 2024 |
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Envestnet Portfolio Solutions | 20k | $494k | 100% | Sep 2024 |
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SFG Wealth Management | 19k | $476k | 100% | Sep 2024 |
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Elevated Capital Advisors | 18k | $451k | 53% | Sep 2024 |
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Howard Bailey Securities | 17k | $422k | 100% | Sep 2024 |
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Authentikos Wealth Advisory | 13k | $328k | 100% | Sep 2024 |
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Great Lakes Retirement | 13k | $318k | -2% | Sep 2024 |
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Advisor Group Holdings | 12k | $304k | 100% | Sep 2024 |
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Csenge Advisory Group | 12k | $293k | 100% | Sep 2024 |
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Inspire Advisors | 10k | $252k | 100% | Sep 2024 |
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Old Mission Capital | 9.6k | $235k | 100% | Jun 2024 |
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National Asset Management | 8.2k | $201k | -56% | Jun 2024 |
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Farther Finance Advisors | 3.1k | $75k | 100% | Sep 2024 |
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ORG Wealth Partners | 1.5k | $37k | 100% | Sep 2024 |
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Principal Securities | 754.00 | $19k | 0% | Sep 2024 |
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Pineridge Advisors | 246.00 | $6.0k | -2% | Sep 2024 |
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Wells Fargo & Company | 39.00 | $958.998300 | 100% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 38.00 | $933.998200 | 100% | Sep 2024 |
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Richard W. Paul & Associates | 31.00 | $759.999100 | 3% | Sep 2024 |
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CWM | 7.00 | $0 | 0% | Sep 2024 |
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Morgan Stanley | 2.00 | $53.000000 | 100% | Jun 2024 |
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Who sold out of Simplify Exchange Traded Fun?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Kestra Private Wealth Services | Jun 2024 | 15k | $358k |
Tucker Asset Management | Mar 2024 | 30.00 | $752.001000 |