Elevated Capital Advisors, LLC Simplify Exch Trad Fds Us Eq P Transaction History
Elevated Capital Advisors, LLC
- $338 Million
- Q3 2025
A detailed history of Elevated Capital Advisors, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 15,971 shares of SPD stock, worth $627,820. This represents 0.19% of its overall portfolio holdings.
Number of Shares
15,971
Previous 18,341
12.92%
Holding current value
$627,820
Previous $697,000
9.47%
% of portfolio
0.19%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding SPD
# of Institutions
46Shares Held
1.46MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC246KShares$9.65 Million0.01% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA194KShares$7.64 Million5.07% of portfolio
-
Ae Wealth Management LLC185KShares$7.27 Million0.05% of portfolio
-
Evolution Wealth Management Inc. Fort Myers, FL100KShares$3.93 Million4.06% of portfolio
-
Stringer Asset Management, LLC Memphis, TN90.4KShares$3.55 Million2.88% of portfolio