Purchases and Sales Made in Q4 2024 in Simplify Exch Trad Fds Simplif (SPBC)
This table provides information about the institutional ownership of Simplify Exch Trad Fds Simplif (SPBC) during Q4 2024. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRAD FDS SIMPLIF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48K+ 86.82% |
$1.72M - $1.96M
|
103K
$4.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
22KNew |
$790K - $898K
|
22K
$874K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.68KNew |
$347K - $395K
|
9.68K
$385K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
7.14K+ 73.0% |
$256K - $291K
|
16.9K
$672K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.05K+ 1.81% |
$145K - $165K
|
227K
$9.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
224+ 1.46% |
$8.04K - $9.14K
|
15.6K
$620K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.5% |
$35.9 - $40.8
|
201
$7.99K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10.6K- 99.9% |
$381K - $433K
|
11
$437
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-48K- 60.06% |
$1.72M - $1.96M
|
31.9K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-111K- 30.92% |
$3.97M - $4.51M
|
247K
$9.82M
|