Fiduciary Alliance LLC Simplify Exch Trad Fds Us Eq P Transaction History

Fiduciary Alliance LLC

$989 Billion
Q4 2024

A detailed history of Fiduciary Alliance LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Fiduciary Alliance LLC holds 22,504 shares of SPD stock, worth $766,486. This represents 0.08% of its overall portfolio holdings.

Number of Shares

22,504

Holding current value

$766,486

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$33.07 - $35.18 $744,207 - $791,690	22,504 New	22,504 $751 Million

Others Institutions Holding SPD

# of Institutions

Shares Held

2.87M

Call Options Held

Put Options Held

Sollinda Capital Management LLC Hickory, NC

599K
Shares

$20.4 Million
5.49% of portfolio
High Tower Advisors, LLC Chicago, IL

528K
Shares

$18 Million
0.02% of portfolio
Ridgepath Capital Management LLC Knoxville, TN

285K
Shares

$9.7 Million
4.38% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.44 Million
0.02% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

212K
Shares

$7.23 Million
1.07% of portfolio

View Full List

About SIMPLIFY EXCH TRAD FDS US EQ P

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Fiduciary Alliance LLC Simplify Exch Trad Fds Us Eq P Transaction History