Austin Wealth Management, LLC Simplify Exch Trad Fds Us Eq P Transaction History
Austin Wealth Management, LLC
- $482 Billion
- Q4 2024
A detailed history of Austin Wealth Management, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Austin Wealth Management, LLC holds 105,591 shares of SPD stock, worth $3.47 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
105,591
Previous 112,777
6.37%
Holding current value
$3.47 Million
Previous $3.74 Billion
3.53%
% of portfolio
0.75%
Previous 0.82%
Shares
6 transactions
Others Institutions Holding SPD
# of Institutions
50Shares Held
3.37MCall Options Held
0Put Options Held
0-
Sollinda Capital Management LLC Hickory, NC599KShares$19.7 Million5.49% of portfolio
-
High Tower Advisors, LLC Chicago, IL528KShares$17.4 Million0.02% of portfolio
-
Ridgepath Capital Management LLC Knoxville, TN285KShares$9.36 Million4.38% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA285KShares$9.36 Million0.24% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA219KShares$7.19 Million5.7% of portfolio