Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Simplify Exchange Traded Funds - Simplify Barrier Income ETF eröffnet haben, gehören Prime Capital Investment Advisors, LLC, Global View Capital Management LLC, RiverTree Advisors, LLC, Tradition Wealth Management, LLC, Private Client Services, Llc, Altiora Financial Group, LLC, Professional Financial Advisors, LLC, Iams Wealth Management, Llc, Citadel Advisors Llc, WealthCare Asset Management, LLC, Prosperity Wealth Management, Inc., Kingsview Wealth Management, LLC, CAP Partners, LLC, Crusonia Wealth Advisors LLC, Hrt Financial Lp, Cwm, Llc, und Morgan Stanley .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 44.629 | 1.095 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 12.789 | 11,85 | 314 | 4,68 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 116.907 | 71,55 | 2.869 | 60,94 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 82.340 | 2.021 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 155.904 | 82,66 | 3.826 | 71,37 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3.681 | 90 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 9.026 | 0 | ||||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 19.329 | 506 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 10.462 | 46,26 | 257 | 36,90 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 11.207 | 39,04 | 275 | 30,95 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 | 0 | ||||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 163.714 | 4.018 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 910.332 | 108,11 | 22.340 | 95,22 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 287.955 | 55,25 | 7.066 | 45,63 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 10.094 | 248 | ||||||
| 2026-04-30 | 13F | WealthCare Asset Management, LLC | 26.311 | 646 | ||||||
| 2026-05-07 | 13F | Authentikos Wealth Advisory, LLC | 59.449 | 43,49 | 1.459 | 34,63 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 42 | 2,44 | 1 | 0,00 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 37.244 | 45,26 | 948 | 42,56 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 57.576 | 1.413 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 107.526 | 95,99 | 2.625 | 82,86 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 69.724 | 30,15 | 1.711 | 22,13 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 90.970 | 63,00 | 2.232 | 52,98 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 4.097 | 2,42 | 101 | -3,81 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 271.391 | 179,39 | 6.660 | 162,06 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 11.626 | 285 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 202.103 | 22,73 | 4.960 | 15,14 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 8.883 | 89,04 | 218 | 78,69 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 80.536 | 58,52 | 1.976 | 48,68 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 13.275 | 210,53 | 326 | 192,79 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 9.777 | 17,97 | 240 | 10,65 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 93.884 | 2.304 | ||||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 47.181 | 80,98 | 1.158 | 69,90 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 111.070 | 57,68 | 2.726 | 47,94 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 81.487 | 25,99 | 2.000 | 18,14 | ||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 126.641 | 3.108 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 146.263 | 66,65 | 3.589 | 56,38 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 591.003 | 35,66 | 14.503 | 27,26 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 44.021 | 3,62 | 1.080 | -2,79 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 17.851 | 16,10 | 438 | 8,96 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 451.171 | 85,94 | 11.072 | 74,43 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 63.289 | 1.553 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 16.956 | 416 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 38.231 | 938 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 247.287 | 6.068 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 323.140 | 20,46 | 7.930 | 13,00 |
