Richard W. Paul & Associates, LLC Simplify Exch Trad Fds Us Eq P Transaction History
Richard W. Paul & Associates, LLC
- $275 Billion
- Q4 2024
A detailed history of Richard W. Paul & Associates, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 24 shares of SPD stock, worth $831. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24
Previous 24
-0.0%
Holding current value
$831
Previous $815,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPD
# of Institutions
48Shares Held
3.21MCall Options Held
0Put Options Held
0-
Sollinda Capital Management LLC Hickory, NC599KShares$20.8 Million5.49% of portfolio
-
High Tower Advisors, LLC Chicago, IL528KShares$18.3 Million0.02% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA285KShares$9.87 Million0.24% of portfolio
-
Ridgepath Capital Management LLC Knoxville, TN285KShares$9.87 Million4.38% of portfolio
-
Wealth Enhancement Advisory Services, LLC248KShares$8.59 Million0.02% of portfolio